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 | $62,618 | $175,202-64.3% | $149,673-58.2% | $139,434-55.1% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 14.52% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $5,853 | $5,474+6.9% | $4,818+21.5% | $4,751+23.2% |
| Participant deferral / active EE | $5,878 | $6,519-9.8% | $5,680+3.5% | $6,710-12.4% |
| Admin fee / account holder | $139 | $16,150-99.1% | $13,210-99.0% | $11,403-98.8% |