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 | $201,183 | $115,770+73.8% | $101,248+98.7% | $158,922+26.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 20.61% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,838 | $4,175-56.0% | $3,660-49.8% | $4,761-61.4% |
| Participant deferral / active EE | $5,657 | $4,957+14.1% | $4,370+29.4% | $5,982-5.4% |
| Admin fee / account holder | $74 | $7,245-99.0% | $5,945-98.8% | $11,246-99.3% |