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 | $65,955 | $99,652-33.8% | $78,778-16.3% | $147,584-55.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 20.72% | 47.28%-26.6pp | 35.62%-14.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,267 | $2,796+16.8% | $1,986+64.5% | $4,876-33.0% |
| Participant deferral / active EE | $7,061 | $3,664+92.7% | $2,958+138.7% | $5,439+29.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |