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 | $106,109 | $165,912-36.0% | $122,332-13.3% | $147,584-28.1% |
| Participation rate | 72.7% | 79.6%-6.8pp | 71.6%+1.1pp | 82.8%-10.1pp |
| Annual return | 13.67% | 34.55%-20.9pp | 30.27%-16.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,378 | $5,754-58.7% | $4,050-41.3% | $4,876-51.2% |
| Participant deferral / active EE | $8,170 | $4,005+104.0% | $3,287+148.6% | $5,439+50.2% |
| Admin fee / account holder | $7 | $7,424-99.9% | $5,478-99.9% | $10,885-99.9% |