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 | $100,825 | $124,281-18.9% | $109,143-7.6% | $167,490-39.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 20.23% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $3,759 | $4,207-10.7% | $3,722+1.0% | $4,837-22.3% |
| Participant deferral / active EE | $12,350 | $5,255+135.0% | $4,653+165.4% | $6,341+94.8% |
| Admin fee / account holder | $32 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |