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 | $65,983 | $99,341-33.6% | $84,750-22.1% | $273,961-75.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 450.19% | 22.93%+427.3pp | 22.78%+427.4pp | 41.45%+408.7pp |
| Employer contribution / active EE | $4,718 | $4,214+12.0% | $3,574+32.0% | $4,869-3.1% |
| Participant deferral / active EE | $4,385 | $4,269+2.7% | $3,712+18.1% | $5,287-17.1% |
| Admin fee / account holder | $115 | $6,644-98.3% | $5,332-97.8% | $10,132-98.9% |