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 | $87,444 | $117,841-25.8% | $102,423-14.6% | $145,922-40.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 15.05% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,032 | $3,615-43.8% | $3,023-32.8% | $4,660-56.4% |
| Participant deferral / active EE | $5,666 | $5,731-1.1% | $5,053+12.1% | $6,688-15.3% |
| Admin fee / account holder | $291 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |