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 | $87,477 | $45,035+94.2% | $62,995+38.9% | $70,131+24.7% |
| Participation rate | 79.7% | 69.5%+10.1pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 19.31% | 18.76%+0.6pp | 87.57%-68.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,705 | $2,051+31.8% | $2,759-2.0% | $2,342+15.5% |
| Participant deferral / active EE | $8,482 | $2,465+244.1% | $3,329+154.8% | $3,332+154.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |