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 | $122,859 | $162,781-24.5% | $133,956-8.3% | $158,922-22.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 8.38% | 41.94%-33.6pp | 45.09%-36.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $5,391 | $4,975+8.4% | $3,919+37.6% | $4,761+13.2% |
| Participant deferral / active EE | $7,239 | $5,911+22.5% | $5,048+43.4% | $5,982+21.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |