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 | $130,254 | $214,378-39.2% | $200,582-35.1% | $142,382-8.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.58% | 46.41%-27.8pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,011 | $6,841-26.8% | $6,419-21.9% | $4,299+16.5% |
| Participant deferral / active EE | $9,138 | $9,865-7.4% | $9,331-2.1% | $6,507+40.4% |
| Admin fee / account holder | $124 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |