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 | $75,871 | $84,233-9.9% | $170,442-55.5% | $70,131+8.2% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 19.69% | 23.06%-3.4pp | 205.93%-186.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,920 | $3,387-43.3% | $5,433-64.7% | $2,342-18.0% |
| Participant deferral / active EE | $4,307 | $3,086+39.6% | $4,939-12.8% | $3,332+29.3% |
| Admin fee / account holder | $299 | $5,698-94.7% | $13,880-97.8% | $4,645-93.6% |