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 | $91,791 | $154,117-40.4% | $129,995-29.4% | $139,434-34.2% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 20.88% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,160 | $5,289-40.2% | $4,320-26.8% | $4,751-33.5% |
| Participant deferral / active EE | $3,720 | $6,710-44.6% | $5,820-36.1% | $6,710-44.6% |
| Admin fee / account holder | $16 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |