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 | $118,033 | $175,202-32.6% | $149,673-21.1% | $139,434-15.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.58% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,563 | $5,474-71.4% | $4,818-67.6% | $4,751-67.1% |
| Participant deferral / active EE | $3,992 | $6,519-38.8% | $5,680-29.7% | $6,710-40.5% |
| Admin fee / account holder | $22 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |