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 | $81,975 | $80,968+1.2% | $96,544-15.1% | $75,163+9.1% |
| Participation rate | 96.1% | 71.8%+24.3pp | 76.0%+20.1pp | 67.2%+28.9pp |
| Annual return | 20.43% | 27.06%-6.6pp | 25.84%-5.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,977 | $2,282-13.4% | $2,965-33.3% | $2,670-26.0% |
| Participant deferral / active EE | $2,374 | $3,928-39.6% | $4,851-51.1% | $4,125-42.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |