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 | $224,722 | $162,781+38.1% | $133,956+67.8% | $158,922+41.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.90% | 41.94%-30.0pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,077 | $4,975-58.2% | $3,919-47.0% | $4,761-56.4% |
| Participant deferral / active EE | $5,878 | $5,911-0.6% | $5,048+16.4% | $5,982-1.7% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |