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 | $145,898 | $98,240+48.5% | $82,313+77.2% | $147,584-1.1% |
| Participation rate | 72.2% | 79.7%-7.5pp | 76.9%-4.7pp | 82.8%-10.6pp |
| Annual return | 19.66% | 30.85%-11.2pp | 25.88%-6.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,233 | $3,192-61.4% | $2,428-49.2% | $4,876-74.7% |
| Participant deferral / active EE | $5,894 | $4,383+34.5% | $3,706+59.0% | $5,439+8.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |