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 | $97,780 | $77,899+25.5% | $149,673-34.7% | $75,163+30.1% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,743 | $3,137+83.1% | $4,818+19.2% | $2,670+115.1% |
| Participant deferral / active EE | $4,107 | $3,411+20.4% | $5,680-27.7% | $4,125-0.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |