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 | $65,463 | $162,781-59.8% | $133,956-51.1% | $158,922-58.8% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 18.92% | 41.94%-23.0pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $6,768 | $4,975+36.0% | $3,919+72.7% | $4,761+42.1% |
| Participant deferral / active EE | $6,161 | $5,911+4.2% | $5,048+22.1% | $5,982+3.0% |
| Admin fee / account holder | $214 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |