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 | $151,994 | $102,616+48.1% | $81,983+85.4% | $158,922-4.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 13.85% | 61.04%-47.2pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,696 | $3,240-47.7% | $2,498-32.1% | $4,761-64.4% |
| Participant deferral / active EE | $4,279 | $4,648-7.9% | $3,722+15.0% | $5,982-28.5% |
| Admin fee / account holder | $290 | $8,235-96.5% | $5,664-94.9% | $11,246-97.4% |