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 | $88,843 | $78,422+13.3% | $95,952-7.4% | $79,858+11.3% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 13.44% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,688 | $1,945-13.2% | $2,541-33.6% | $2,471-31.7% |
| Participant deferral / active EE | $3,403 | $3,440-1.1% | $4,167-18.3% | $3,740-9.0% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |