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 | $114,585 | $112,096+2.2% | $95,952+19.4% | $158,922-27.9% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.07% | 171.09%-154.0pp | 91.61%-74.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,202 | $3,198-31.1% | $2,541-13.3% | $4,761-53.7% |
| Participant deferral / active EE | $3,494 | $4,784-27.0% | $4,167-16.1% | $5,982-41.6% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |