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 | $164,552 | $127,065+29.5% | $113,168+45.4% | $142,382+15.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 17.20% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,053 | $3,442+46.8% | $2,975+69.8% | $4,299+17.5% |
| Participant deferral / active EE | $3,480 | $5,716-39.1% | $5,107-31.9% | $6,507-46.5% |
| Admin fee / account holder | $143 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |