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 | $95,917 | $98,240-2.4% | $82,313+16.5% | $147,584-35.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 18.65% | 30.85%-12.2pp | 25.88%-7.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,768 | $3,192+18.1% | $2,428+55.2% | $4,876-22.7% |
| Participant deferral / active EE | $12,658 | $4,383+188.8% | $3,706+241.5% | $5,439+132.7% |
| Admin fee / account holder | $70 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |