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 | $70,769 | $110,261-35.8% | $95,745-26.1% | $139,434-49.2% |
| Participation rate | 95.7% | 75.8%+19.9pp | 72.3%+23.4pp | 80.3%+15.3pp |
| Annual return | 13.86% | 27.11%-13.3pp | 28.35%-14.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,131 | $3,257-34.6% | $2,835-24.8% | $4,751-55.1% |
| Participant deferral / active EE | $3,700 | $4,676-20.9% | $4,245-12.8% | $6,710-44.9% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |