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 | $148,620 | $214,378-30.7% | $200,582-25.9% | $142,382+4.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 21.63% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,084 | $6,841-11.1% | $6,419-5.2% | $4,299+41.5% |
| Participant deferral / active EE | $12,283 | $9,865+24.5% | $9,331+31.6% | $6,507+88.8% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |