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 | $130,811 | $95,266+37.3% | $82,389+58.8% | $142,382-8.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 17.78% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,059 | $2,991+2.3% | $2,517+21.5% | $4,299-28.8% |
| Participant deferral / active EE | $6,866 | $4,809+42.8% | $4,155+65.3% | $6,507+5.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |