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 | $69,633 | $112,881-38.3% | $90,951-23.4% | $158,922-56.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.22% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $7,981 | $2,893+175.9% | $2,122+276.1% | $4,761+67.6% |
| Participant deferral / active EE | $3,511 | $4,128-14.9% | $3,373+4.1% | $5,982-41.3% |
| Admin fee / account holder | $93 | $8,041-98.8% | $5,959-98.4% | $11,246-99.2% |