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 | $91,990 | $116,175-20.8% | $93,606-1.7% | $152,861-39.8% |
| Participation rate | 95.8% | 78.0%+17.8pp | 75.8%+20.0pp | 82.4%+13.4pp |
| Annual return | 22.02% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,775 | $3,218+17.3% | $2,718+38.9% | $4,762-20.7% |
| Participant deferral / active EE | $3,839 | $4,603-16.6% | $4,069-5.6% | $5,850-34.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |