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 | $77,620 | $96,484-19.6% | $75,886+2.3% | $152,861-49.2% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.4%+11.3pp |
| Annual return | 20.68% | 33.98%-13.3pp | 30.76%-10.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,311 | $3,309-30.2% | $2,500-7.6% | $4,762-51.5% |
| Participant deferral / active EE | $7,303 | $4,553+60.4% | $3,603+102.7% | $5,850+24.8% |
| Admin fee / account holder | $250 | $8,078-96.9% | $5,418-95.4% | $11,596-97.8% |