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 | $111,177 | $126,574-12.2% | $106,213+4.7% | $145,922-23.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 21.44% | 224.79%-203.4pp | 116.14%-94.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,512 | $3,730-59.5% | $3,171-52.3% | $4,660-67.5% |
| Participant deferral / active EE | $2,633 | $5,724-54.0% | $5,016-47.5% | $6,688-60.6% |
| Admin fee / account holder | $28 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |