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 | $88,913 | $101,069-12.0% | $81,478+9.1% | $147,584-39.8% |
| Participation rate | 82.6% | 74.5%+8.2pp | 68.0%+14.7pp | 82.8%-0.2pp |
| Annual return | 17.40% | 32.40%-15.0pp | 38.78%-21.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,079 | $3,205+58.5% | $2,568+97.8% | $4,876+4.2% |
| Participant deferral / active EE | $5,699 | $4,242+34.3% | $3,537+61.1% | $5,439+4.8% |
| Admin fee / account holder | $138 | $5,812-97.6% | $4,561-97.0% | $10,885-98.7% |