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 | $96,249 | $99,020-2.8% | $86,590+11.2% | $147,584-34.8% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 19.12% | 1312.34%-1293.2pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,706 | $3,132-45.5% | $2,839-39.9% | $4,876-65.0% |
| Participant deferral / active EE | $3,328 | $3,972-16.2% | $3,609-7.8% | $5,439-38.8% |
| Admin fee / account holder | $213 | $5,710-96.3% | $4,906-95.7% | $10,885-98.0% |