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 | $165,086 | $106,515+55.0% | $96,683+70.8% | $139,434+18.4% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 12.31% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $6,939 | $4,103+69.1% | $3,737+85.7% | $4,751+46.1% |
| Participant deferral / active EE | $8,033 | $5,454+47.3% | $4,878+64.7% | $6,710+19.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |