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 | $87,582 | $165,912-47.2% | $122,332-28.4% | $147,584-40.7% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 19.25% | 34.55%-15.3pp | 30.27%-11.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $6,007 | $5,754+4.4% | $4,050+48.3% | $4,876+23.2% |
| Participant deferral / active EE | $6,055 | $4,005+51.2% | $3,287+84.2% | $5,439+11.3% |
| Admin fee / account holder | $11 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |