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 | $91,240 | $95,416-4.4% | $185,823-50.9% | $85,850+6.3% |
| Participation rate | 79.7% | 68.8%+10.9pp | 81.7%-2.0pp | 69.3%+10.4pp |
| Annual return | 20.09% | 23.59%-3.5pp | 122.05%-102.0pp | 318.53%-298.4pp |
| Employer contribution / active EE | $3,609 | $3,314+8.9% | $5,167-30.2% | $2,565+40.7% |
| Participant deferral / active EE | $2,146 | $3,423-37.3% | $5,568-61.4% | $3,952-45.7% |
| Admin fee / account holder | $267 | $7,213-96.3% | $16,237-98.4% | $6,260-95.7% |