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 | $138,117 | $96,956+42.5% | $70,014+97.3% | $273,961-49.6% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.8%+13.9pp | 83.0%+2.7pp |
| Annual return | 8.98% | 12.93%-4.0pp | 12.99%-4.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,630 | $3,316-20.7% | $2,338+12.5% | $4,869-46.0% |
| Participant deferral / active EE | $9,862 | $3,744+163.4% | $2,931+236.5% | $5,287+86.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |