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 | $59,513 | $111,301-46.5% | $112,977-47.3% | $158,922-62.6% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 96.64% | 26.40%+70.2pp | 24.24%+72.4pp | 302.83%-206.2pp |
| Employer contribution / active EE | $3,838 | $4,471-14.2% | $4,255-9.8% | $4,761-19.4% |
| Participant deferral / active EE | $10,026 | $5,880+70.5% | $5,836+71.8% | $5,982+67.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |