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 | $83,454 | $154,117-45.8% | $129,995-35.8% | $139,434-40.1% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 16.53% | 32.48%-15.9pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,783 | $5,289-28.5% | $4,320-12.4% | $4,751-20.4% |
| Participant deferral / active EE | $11,509 | $6,710+71.5% | $5,820+97.7% | $6,710+71.5% |
| Admin fee / account holder | $53 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |