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 | $66,373 | $100,773-34.1% | $88,946-25.4% | $142,382-53.4% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.8%+18.1pp | 80.1%+6.8pp |
| Annual return | 18.93% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,324 | $2,918+48.2% | $2,555+69.3% | $4,299+0.6% |
| Participant deferral / active EE | $4,328 | $5,230-17.3% | $4,581-5.5% | $6,507-33.5% |
| Admin fee / account holder | $192 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |