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 | $122,998 | $165,335-25.6% | $149,696-17.8% | $158,922-22.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 9.45% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,335 | $5,103-34.6% | $4,644-28.2% | $4,761-30.0% |
| Participant deferral / active EE | $8,715 | $7,181+21.4% | $6,842+27.4% | $5,982+45.7% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |