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 | $93,325 | $113,339-17.7% | $94,993-1.8% | $147,584-36.8% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 17.51% | 20.77%-3.3pp | 27.12%-9.6pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,199 | $3,160-30.4% | $2,603-15.5% | $4,876-54.9% |
| Participant deferral / active EE | $5,337 | $3,777+41.3% | $3,317+60.9% | $5,439-1.9% |
| Admin fee / account holder | $25 | $6,063-99.6% | $4,960-99.5% | $10,885-99.8% |