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 | $181,146 | $140,940+28.5% | $112,229+61.4% | $139,434+29.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.70% | 32.71%-17.0pp | 30.20%-14.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $7,050 | $4,283+64.6% | $3,430+105.5% | $4,751+48.4% |
| Participant deferral / active EE | $8,844 | $5,874+50.6% | $4,798+84.3% | $6,710+31.8% |
| Admin fee / account holder | $28 | $9,954-99.7% | $7,748-99.6% | $11,403-99.8% |