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 | $96,787 | $74,888+29.2% | $71,209+35.9% | $142,382-32.0% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 19.17% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,886 | $2,854+1.1% | $2,721+6.1% | $4,299-32.9% |
| Participant deferral / active EE | $7,084 | $4,454+59.0% | $4,175+69.7% | $6,507+8.9% |
| Admin fee / account holder | $170 | $5,568-96.9% | $5,349-96.8% | $12,624-98.7% |