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 | $94,763 | $95,971-1.3% | $74,550+27.1% | $135,375-30.0% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | 13.78% | 56.96%-43.2pp | 32.53%-18.7pp | 519.73%-506.0pp |
| Employer contribution / active EE | $4,529 | $2,716+66.8% | $1,961+131.0% | $4,779-5.2% |
| Participant deferral / active EE | $5,537 | $3,843+44.1% | $3,108+78.1% | $5,609-1.3% |
| Admin fee / account holder | $135 | $6,522-97.9% | $5,060-97.3% | $10,827-98.8% |