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 | $114,647 | $99,079+15.7% | $77,999+47.0% | $273,961-58.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 6.06% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,604 | $3,308-21.3% | $2,470+5.4% | $4,869-46.5% |
| Participant deferral / active EE | $6,069 | $4,306+40.9% | $3,497+73.5% | $5,287+14.8% |
| Admin fee / account holder | $96 | $8,954-98.9% | $5,480-98.2% | $10,132-99.1% |