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 | $99,426 | $148,534-33.1% | $135,903-26.8% | $139,434-28.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 20.03% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $5,169 | $5,243-1.4% | $4,856+6.4% | $4,751+8.8% |
| Participant deferral / active EE | $17,185 | $8,100+112.2% | $7,758+121.5% | $6,710+156.1% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |