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 | $78,972 | $73,933+6.8% | $96,683-18.3% | $75,163+5.1% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 16.35% | 26.70%-10.4pp | 35.69%-19.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,016 | $2,928+3.0% | $3,737-19.3% | $2,670+13.0% |
| Participant deferral / active EE | $7,521 | $3,659+105.6% | $4,878+54.2% | $4,125+82.3% |
| Admin fee / account holder | $134 | $5,216-97.4% | $6,730-98.0% | $5,651-97.6% |