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 | $96,289 | $116,175-17.1% | $93,606+2.9% | $152,861-37.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 9.98% | 35.96%-26.0pp | 32.76%-22.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $2,033 | $3,218-36.8% | $2,718-25.2% | $4,762-57.3% |
| Participant deferral / active EE | $3,406 | $4,603-26.0% | $4,069-16.3% | $5,850-41.8% |
| Admin fee / account holder | $47 | $10,748-99.6% | $7,888-99.4% | $11,596-99.6% |