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 | $171,439 | $106,515+61.0% | $96,683+77.3% | $139,434+23.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.02% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,382 | $4,103-66.3% | $3,737-63.0% | $4,751-70.9% |
| Participant deferral / active EE | $4,903 | $5,454-10.1% | $4,878+0.5% | $6,710-26.9% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |