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 | $199,235 | $165,335+20.5% | $149,696+33.1% | $158,922+25.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.42% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,425 | $5,103-32.9% | $4,644-26.3% | $4,761-28.1% |
| Participant deferral / active EE | $4,898 | $7,181-31.8% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $49 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |