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 | $135,693 | $177,572-23.6% | $154,803-12.3% | $142,382-4.7% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,941 | $4,810-38.9% | $4,305-31.7% | $4,299-31.6% |
| Participant deferral / active EE | $7,058 | $6,272+12.5% | $5,540+27.4% | $6,507+8.5% |
| Admin fee / account holder | $138 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |