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 | $119,526 | $99,652+19.9% | $78,778+51.7% | $147,584-19.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 10.58% | 47.28%-36.7pp | 35.62%-25.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,062 | $2,796-62.0% | $1,986-46.5% | $4,876-78.2% |
| Participant deferral / active EE | $1,220 | $3,664-66.7% | $2,958-58.8% | $5,439-77.6% |
| Admin fee / account holder | $69 | $7,155-99.0% | $5,134-98.7% | $10,885-99.4% |