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 | $116,782 | $73,515+58.9% | $62,995+85.4% | $147,584-20.9% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 21.01% | 175.43%-154.4pp | 87.57%-66.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,803 | $3,320+44.6% | $2,759+74.1% | $4,876-1.5% |
| Participant deferral / active EE | $3,375 | $4,185-19.4% | $3,329+1.4% | $5,439-38.0% |
| Admin fee / account holder | $98 | $5,953-98.4% | $3,600-97.3% | $10,885-99.1% |