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 | $84,693 | $148,534-43.0% | $135,903-37.7% | $139,434-39.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.81% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,134 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $4,656 | $8,100-42.5% | $7,758-40.0% | $6,710-30.6% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |