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 | $54,432 | $90,503-39.9% | $78,689-30.8% | $273,961-80.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 122.64% | 75.60%+47.0pp | 62.18%+60.5pp | 41.45%+81.2pp |
| Employer contribution / active EE | $6,008 | $3,176+89.2% | $2,851+110.8% | $4,869+23.4% |
| Participant deferral / active EE | $14,547 | $3,901+272.9% | $3,517+313.6% | $5,287+175.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |