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 | $128,359 | $159,602-19.6% | $150,045-14.5% | $142,382-9.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.18% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,033 | $4,961-59.0% | $4,693-56.7% | $4,299-52.7% |
| Participant deferral / active EE | $6,528 | $8,310-21.5% | $7,997-18.4% | $6,507+0.3% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |