See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,211 | $103,376+58.8% | $87,100+88.5% | $152,861+7.4% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 12.61% | 28.10%-15.5pp | 28.19%-15.6pp | 345.32%-332.7pp |
| Employer contribution / active EE | $7,073 | $3,220+119.6% | $2,521+180.5% | $4,762+48.5% |
| Participant deferral / active EE | $3,435 | $4,778-28.1% | $4,049-15.2% | $5,850-41.3% |
| Admin fee / account holder | $112 | $12,205-99.1% | $7,497-98.5% | $11,596-99.0% |