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 | $63,024 | $65,365-3.6% | $92,893-32.2% | $72,985-13.6% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 24.56% | 42.10%-17.5pp | 109.41%-84.9pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,532 | $2,594+36.1% | $3,653-3.3% | $2,440+44.7% |
| Participant deferral / active EE | $5,740 | $3,128+83.5% | $4,236+35.5% | $3,607+59.1% |
| Admin fee / account holder | $96 | $4,251-97.7% | $5,794-98.3% | $5,124-98.1% |