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 | $85,808 | $107,334-20.1% | $92,893-7.6% | $152,861-43.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.62% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $8,214 | $4,221+94.6% | $3,653+124.9% | $4,762+72.5% |
| Participant deferral / active EE | $6,073 | $4,845+25.3% | $4,236+43.4% | $5,850+3.8% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |