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 | $118,322 | $165,335-28.4% | $149,696-21.0% | $158,922-25.5% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 13.84% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,593 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $5,285 | $7,181-26.4% | $6,842-22.8% | $5,982-11.7% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |