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 | $247,224 | $110,257+124.2% | $96,544+156.1% | $139,434+77.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.90% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,846 | $3,620-49.0% | $2,965-37.7% | $4,751-61.2% |
| Participant deferral / active EE | $5,657 | $5,548+2.0% | $4,851+16.6% | $6,710-15.7% |
| Admin fee / account holder | $16 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |