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 5-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 | $154,493 | $99,877+54.7% | $84,966+81.8% | $145,922+5.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.22% | 83.76%-73.5pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,747 | $3,231-45.9% | $2,727-35.9% | $4,660-62.5% |
| Participant deferral / active EE | $9,440 | $5,291+78.4% | $4,519+108.9% | $6,688+41.2% |
| Admin fee / account holder | $250 | $7,248-96.5% | $6,149-95.9% | $13,397-98.1% |