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 | $100,693 | $135,952-25.9% | $123,892-18.7% | $273,961-63.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.99% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $7,759 | $5,170+50.1% | $4,617+68.1% | $4,869+59.4% |
| Participant deferral / active EE | $5,694 | $6,343-10.2% | $5,984-4.9% | $5,287+7.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |