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 | $151,409 | $117,983+28.3% | $101,794+48.7% | $142,382+6.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.30% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,341 | $2,773+56.6% | $2,289+89.7% | $4,299+1.0% |
| Participant deferral / active EE | $15,882 | $4,714+236.9% | $4,084+288.9% | $6,507+144.1% |
| Admin fee / account holder | $173 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |