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 | $118,873 | $142,405-16.5% | $115,157+3.2% | $152,861-22.2% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 22.71% | 41.48%-18.8pp | 35.60%-12.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,499 | $4,010-62.6% | $3,179-52.8% | $4,762-68.5% |
| Participant deferral / active EE | $2,190 | $5,164-57.6% | $4,168-47.5% | $5,850-62.6% |
| Admin fee / account holder | $18 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |