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 | $66,972 | $99,079-32.4% | $77,999-14.1% | $273,961-75.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.97% | 217.93%-211.0pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,009 | $3,308-9.0% | $2,470+21.8% | $4,869-38.2% |
| Participant deferral / active EE | $4,915 | $4,306+14.1% | $3,497+40.6% | $5,287-7.0% |
| Admin fee / account holder | $72 | $8,954-99.2% | $5,480-98.7% | $10,132-99.3% |