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 | $83,894 | $117,983-28.9% | $101,794-17.6% | $142,382-41.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 15.88% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,313 | $2,773-52.7% | $2,289-42.7% | $4,299-69.5% |
| Participant deferral / active EE | $3,263 | $4,714-30.8% | $4,084-20.1% | $6,507-49.9% |
| Admin fee / account holder | $176 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |