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 | $86,963 | $100,852-13.8% | $90,404-3.8% | $158,922-45.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.85% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,202 | $3,689-40.3% | $3,262-32.5% | $4,761-53.8% |
| Participant deferral / active EE | $3,395 | $4,348-21.9% | $3,963-14.3% | $5,982-43.2% |
| Admin fee / account holder | $26 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |