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 | $88,958 | $110,257-19.3% | $96,544-7.9% | $139,434-36.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.16% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,017 | $3,620+11.0% | $2,965+35.5% | $4,751-15.5% |
| Participant deferral / active EE | $6,768 | $5,548+22.0% | $4,851+39.5% | $6,710+0.9% |
| Admin fee / account holder | $76 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |