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 | $80,531 | $165,335-51.3% | $149,696-46.2% | $158,922-49.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 20.93% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,027 | $5,103-40.7% | $4,644-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $6,614 | $7,181-7.9% | $6,842-3.3% | $5,982+10.6% |
| Admin fee / account holder | $233 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |