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 | $103,770 | $93,071+11.5% | $74,583+39.1% | $273,961-62.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 8.68% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,409 | $3,160-55.4% | $2,525-44.2% | $4,869-71.1% |
| Participant deferral / active EE | $6,836 | $4,160+64.3% | $3,458+97.7% | $5,287+29.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |