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 | $160,066 | $127,777+25.3% | $106,548+50.2% | $167,490-4.4% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 24.33% | 33.87%-9.5pp | 26.80%-2.5pp | 478.56%-454.2pp |
| Employer contribution / active EE | $1,802 | $3,427-47.4% | $2,819-36.1% | $4,837-62.7% |
| Participant deferral / active EE | $3,256 | $5,087-36.0% | $4,398-26.0% | $6,341-48.7% |
| Admin fee / account holder | $138 | $11,228-98.8% | $7,407-98.1% | $12,309-98.9% |