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 | $120,014 | $176,812-32.1% | $146,665-18.2% | $167,490-28.3% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 14.37% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $8,218 | $5,160+59.3% | $4,136+98.7% | $4,837+69.9% |
| Participant deferral / active EE | $11,564 | $6,440+79.6% | $5,506+110.0% | $6,341+82.4% |
| Admin fee / account holder | $215 | $13,259-98.4% | $10,280-97.9% | $12,309-98.3% |