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 | $89,015 | $106,515-16.4% | $96,683-7.9% | $139,434-36.2% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 16.45% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,495 | $4,103-63.6% | $3,737-60.0% | $4,751-68.5% |
| Participant deferral / active EE | $2,680 | $5,454-50.9% | $4,878-45.1% | $6,710-60.1% |
| Admin fee / account holder | $9 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |