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 | $182,673 | $106,890+70.9% | $84,015+117.4% | $152,861+19.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 15.45% | 104.99%-89.5pp | 71.31%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,850 | $2,734-32.3% | $1,983-6.7% | $4,762-61.2% |
| Participant deferral / active EE | $5,173 | $4,011+29.0% | $3,239+59.7% | $5,850-11.6% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |