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 | $69,762 | $107,334-35.0% | $92,893-24.9% | $152,861-54.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 22.62% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,892 | $4,221+15.9% | $3,653+33.9% | $4,762+2.7% |
| Participant deferral / active EE | $7,821 | $4,845+61.4% | $4,236+84.6% | $5,850+33.7% |
| Admin fee / account holder | $111 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |