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 | $120,648 | $110,257+9.4% | $96,544+25.0% | $139,434-13.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 11.54% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $906 | $3,620-75.0% | $2,965-69.4% | $4,751-80.9% |
| Participant deferral / active EE | $3,122 | $5,548-43.7% | $4,851-35.6% | $6,710-53.5% |
| Admin fee / account holder | $241 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |