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 | $92,573 | $165,984-44.2% | $164,813-43.8% | $145,922-36.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.06% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,237 | $5,273+18.3% | $4,341+43.7% | $4,660+33.8% |
| Participant deferral / active EE | $6,842 | $6,959-1.7% | $6,031+13.4% | $6,688+2.3% |
| Admin fee / account holder | $120 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |