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 | $144,845 | $107,334+34.9% | $92,893+55.9% | $152,861-5.2% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 20.61% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,692 | $4,221-59.9% | $3,653-53.7% | $4,762-64.5% |
| Participant deferral / active EE | $4,204 | $4,845-13.2% | $4,236-0.8% | $5,850-28.1% |
| Admin fee / account holder | $221 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |