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 | $101,876 | $157,256-35.2% | $141,162-27.8% | $152,861-33.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 21.42% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,656 | $5,261-49.5% | $4,735-43.9% | $4,762-44.2% |
| Participant deferral / active EE | $8,182 | $7,109+15.1% | $6,709+22.0% | $5,850+39.9% |
| Admin fee / account holder | $108 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |