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 | $68,586 | $107,334-36.1% | $92,893-26.2% | $152,861-55.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.63% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,054 | $4,221-27.6% | $3,653-16.4% | $4,762-35.9% |
| Participant deferral / active EE | $4,801 | $4,845-0.9% | $4,236+13.3% | $5,850-17.9% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |