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 | $28,008 | $100,773-72.2% | $88,946-68.5% | $142,382-80.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 19.73% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,455 | $2,918+18.4% | $2,555+35.2% | $4,299-19.6% |
| Participant deferral / active EE | $4,275 | $5,230-18.3% | $4,581-6.7% | $6,507-34.3% |
| Admin fee / account holder | $124 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |