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 | $187,504 | $111,535+68.1% | $105,223+78.2% | $137,256+36.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 16.35% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,118 | $3,939-71.6% | $3,689-69.7% | $4,156-73.1% |
| Participant deferral / active EE | $5,824 | $5,500+5.9% | $5,072+14.8% | $6,407-9.1% |
| Admin fee / account holder | $254 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |