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 | $66,297 | $165,335-59.9% | $149,696-55.7% | $158,922-58.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.18% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,479 | $5,103-51.4% | $4,644-46.6% | $4,761-47.9% |
| Participant deferral / active EE | $4,764 | $7,181-33.7% | $6,842-30.4% | $5,982-20.4% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |