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 | $77,295 | $63,346+22.0% | $92,233-16.2% | $70,131+10.2% |
| Participation rate | 81.1% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 14.00% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,435 | $2,471-1.5% | $3,679-33.8% | $2,342+3.9% |
| Participant deferral / active EE | $4,773 | $2,854+67.3% | $3,897+22.5% | $3,332+43.3% |
| Admin fee / account holder | $191 | $3,840-95.0% | $5,194-96.3% | $4,645-95.9% |