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 | $157,730 | $95,971+64.4% | $74,550+111.6% | $135,375+16.5% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 2.45% | 56.96%-54.5pp | 32.53%-30.1pp | 519.73%-517.3pp |
| Employer contribution / active EE | $5,500 | $2,716+102.5% | $1,961+180.5% | $4,779+15.1% |
| Participant deferral / active EE | $5,207 | $3,843+35.5% | $3,108+67.5% | $5,609-7.2% |
| Admin fee / account holder | $165 | $6,522-97.5% | $5,060-96.7% | $10,827-98.5% |