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 | $84,456 | $159,901-47.2% | $146,958-42.5% | $145,922-42.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.09% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,969 | $5,286-43.8% | $4,933-39.8% | $4,660-36.3% |
| Participant deferral / active EE | $6,771 | $8,428-19.7% | $8,070-16.1% | $6,688+1.2% |
| Admin fee / account holder | $14 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |