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 | $94,464 | $109,817-14.0% | $98,442-4.0% | $167,490-43.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 15.53% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,138 | $3,224-64.7% | $2,960-61.6% | $4,837-76.5% |
| Participant deferral / active EE | $2,402 | $4,673-48.6% | $4,276-43.8% | $6,341-62.1% |
| Admin fee / account holder | $31 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |