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 | $102,888 | $214,378-52.0% | $200,582-48.7% | $142,382-27.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 18.81% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,909 | $6,841+44.8% | $6,419+54.4% | $4,299+130.5% |
| Participant deferral / active EE | $4,896 | $9,865-50.4% | $9,331-47.5% | $6,507-24.8% |
| Admin fee / account holder | $117 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |