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 | $118,273 | $99,079+19.4% | $77,999+51.6% | $273,961-56.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 6.99% | 217.93%-210.9pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,052 | $3,308-7.7% | $2,470+23.6% | $4,869-37.3% |
| Participant deferral / active EE | $11,972 | $4,306+178.0% | $3,497+242.4% | $5,287+126.4% |
| Admin fee / account holder | $37 | $8,954-99.6% | $5,480-99.3% | $10,132-99.6% |