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 | $74,683 | $100,041-25.3% | $149,718-50.1% | $70,131+6.5% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 15.23% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,325 | $3,662-36.5% | $5,445-57.3% | $2,342-0.7% |
| Participant deferral / active EE | $3,187 | $4,983-36.0% | $6,569-51.5% | $3,332-4.3% |
| Admin fee / account holder | $279 | $8,286-96.6% | $11,283-97.5% | $4,645-94.0% |