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 | $95,039 | $159,901-40.6% | $146,958-35.3% | $145,922-34.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,835 | $5,286-46.4% | $4,933-42.5% | $4,660-39.2% |
| Participant deferral / active EE | $5,507 | $8,428-34.7% | $8,070-31.8% | $6,688-17.7% |
| Admin fee / account holder | $295 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |