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 | $107,044 | $185,822-42.4% | $169,993-37.0% | $139,434-23.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.59% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,898 | $7,590-48.6% | $6,785-42.5% | $4,751-17.9% |
| Participant deferral / active EE | $10,741 | $11,622-7.6% | $10,408+3.2% | $6,710+60.1% |
| Admin fee / account holder | $112 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |