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 | $121,693 | $112,729+8.0% | $98,716+23.3% | $137,256-11.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 11.92% | 38.48%-26.6pp | 31.81%-19.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,835 | $2,725+40.7% | $2,279+68.3% | $4,156-7.7% |
| Participant deferral / active EE | $1,959 | $4,640-57.8% | $4,048-51.6% | $6,407-69.4% |
| Admin fee / account holder | $47 | $10,129-99.5% | $8,703-99.5% | $12,270-99.6% |