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 | $70,819 | $85,766-17.4% | $136,294-48.0% | $70,131+1.0% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 18.69% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,253 | $2,966-57.8% | $4,695-73.3% | $2,342-46.5% |
| Participant deferral / active EE | $5,010 | $5,051-0.8% | $6,247-19.8% | $3,332+50.4% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |