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 | $72,051 | $107,334-32.9% | $92,893-22.4% | $152,861-52.9% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 19.30% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,667 | $4,221-13.1% | $3,653+0.4% | $4,762-23.0% |
| Participant deferral / active EE | $6,074 | $4,845+25.4% | $4,236+43.4% | $5,850+3.8% |
| Admin fee / account holder | $256 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |