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 | $72,478 | $63,346+14.4% | $92,233-21.4% | $70,131+3.3% |
| Participation rate | 72.2% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 15.39% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,151 | $2,471-12.9% | $3,679-41.5% | $2,342-8.2% |
| Participant deferral / active EE | $4,063 | $2,854+42.4% | $3,897+4.3% | $3,332+22.0% |
| Admin fee / account holder | $22 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |