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 | $97,416 | $185,822-47.6% | $169,993-42.7% | $139,434-30.1% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 17.22% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,378 | $7,590-68.7% | $6,785-64.9% | $4,751-49.9% |
| Participant deferral / active EE | $6,316 | $11,622-45.7% | $10,408-39.3% | $6,710-5.9% |
| Admin fee / account holder | $105 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |