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 | $77,084 | $105,998-27.3% | $92,233-16.4% | $147,584-47.8% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 19.22% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $8,318 | $4,333+92.0% | $3,679+126.1% | $4,876+70.6% |
| Participant deferral / active EE | $6,707 | $4,478+49.8% | $3,897+72.1% | $5,439+23.3% |
| Admin fee / account holder | $234 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |