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 | $105,470 | $118,680-11.1% | $98,907+6.6% | $158,922-33.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 22.87% | 372.35%-349.5pp | 196.43%-173.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,558 | $3,333-53.3% | $2,689-42.1% | $4,761-67.3% |
| Participant deferral / active EE | $6,347 | $5,088+24.7% | $4,244+49.5% | $5,982+6.1% |
| Admin fee / account holder | $44 | $10,131-99.6% | $6,642-99.3% | $11,246-99.6% |