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 | $78,584 | $137,414-42.8% | $189,513-58.5% | $85,850-8.5% |
| Participation rate | 78.8% | 84.6%-5.8pp | 87.8%-9.0pp | 69.3%+9.5pp |
| Annual return | 16.68% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $3,465 | $4,344-20.2% | $6,162-43.8% | $2,565+35.1% |
| Participant deferral / active EE | $9,695 | $6,260+54.9% | $8,221+17.9% | $3,952+145.3% |
| Admin fee / account holder | $207 | $8,630-97.6% | $12,045-98.3% | $6,260-96.7% |