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 | $165,047 | $152,587+8.2% | $125,175+31.9% | $152,861+8.0% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 18.84% | 54.84%-36.0pp | 43.79%-24.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $7,574 | $4,946+53.1% | $3,865+95.9% | $4,762+59.0% |
| Participant deferral / active EE | $6,457 | $5,868+10.0% | $4,937+30.8% | $5,850+10.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |