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 | $93,850 | $116,175-19.2% | $93,606+0.3% | $152,861-38.6% |
| Participation rate | 70.6% | 78.0%-7.5pp | 75.8%-5.2pp | 82.4%-11.9pp |
| Annual return | 20.02% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,209 | $3,218-31.4% | $2,718-18.7% | $4,762-53.6% |
| Participant deferral / active EE | $6,750 | $4,603+46.6% | $4,069+65.9% | $5,850+15.4% |
| Admin fee / account holder | $94 | $10,748-99.1% | $7,888-98.8% | $11,596-99.2% |