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 | $61,714 | $74,888-17.6% | $71,209-13.3% | $142,382-56.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 13.06% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,563 | $2,854-10.2% | $2,721-5.8% | $4,299-40.4% |
| Participant deferral / active EE | $4,358 | $4,454-2.2% | $4,175+4.4% | $6,507-33.0% |
| Admin fee / account holder | $266 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |