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 | $97,870 | $69,207+41.4% | $64,056+52.8% | $139,434-29.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 15.73% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,747 | $3,182+17.8% | $2,747+36.4% | $4,751-21.1% |
| Participant deferral / active EE | $4,472 | $4,682-4.5% | $3,880+15.3% | $6,710-33.4% |
| Admin fee / account holder | $133 | $4,244-96.9% | $3,068-95.7% | $11,403-98.8% |