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 | $94,133 | $165,335-43.1% | $149,696-37.1% | $158,922-40.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 17.36% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,392 | $5,103-33.5% | $4,644-27.0% | $4,761-28.8% |
| Participant deferral / active EE | $9,535 | $7,181+32.8% | $6,842+39.4% | $5,982+59.4% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |