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 | $128,298 | $90,348+42.0% | $75,972+68.9% | $145,922-12.1% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 18.90% | 620.88%-602.0pp | 359.55%-340.6pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,311 | $3,311-30.2% | $2,685-13.9% | $4,660-50.4% |
| Participant deferral / active EE | $5,267 | $5,162+2.0% | $4,255+23.8% | $6,688-21.2% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |