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 | $91,069 | $96,965-6.1% | $97,995-7.1% | $147,584-38.3% |
| Participation rate | 93.3% | 83.6%+9.7pp | 82.4%+10.9pp | 82.8%+10.5pp |
| Annual return | 19.91% | 24.11%-4.2pp | 23.94%-4.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,467 | $4,536-45.6% | $4,158-40.7% | $4,876-49.4% |
| Participant deferral / active EE | $4,886 | $5,081-3.8% | $5,097-4.1% | $5,439-10.2% |
| Admin fee / account holder | $142 | $8,120-98.2% | $5,943-97.6% | $10,885-98.7% |