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 | $64,602 | $102,616-37.0% | $81,983-21.2% | $158,922-59.3% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 19.86% | 61.04%-41.2pp | 41.31%-21.4pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,924 | $3,240+21.1% | $2,498+57.1% | $4,761-17.6% |
| Participant deferral / active EE | $5,421 | $4,648+16.6% | $3,722+45.6% | $5,982-9.4% |
| Admin fee / account holder | $112 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |