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 | $209,171 | $109,881+90.4% | $150,045+39.4% | $84,808+146.6% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 18.76% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,633 | $3,561+2.0% | $4,693-22.6% | $2,631+38.1% |
| Participant deferral / active EE | $9,792 | $6,636+47.6% | $7,997+22.4% | $4,212+132.5% |
| Admin fee / account holder | $202 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |