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 | $133,230 | $99,341+34.1% | $84,750+57.2% | $273,961-51.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 15.06% | 22.93%-7.9pp | 22.78%-7.7pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,278 | $4,214-45.9% | $3,574-36.3% | $4,869-53.2% |
| Participant deferral / active EE | $4,358 | $4,269+2.1% | $3,712+17.4% | $5,287-17.6% |
| Admin fee / account holder | $34 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |