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 | $113,331 | $105,998+6.9% | $92,233+22.9% | $147,584-23.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 19.85% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,198 | $4,333-72.4% | $3,679-67.4% | $4,876-75.4% |
| Participant deferral / active EE | $5,012 | $4,478+11.9% | $3,897+28.6% | $5,439-7.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |