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 | $29,606 | $105,630-72.0% | $87,507-66.2% | $273,961-89.2% |
| Participation rate | 92.9% | 78.2%+14.7pp | 73.8%+19.0pp | 83.0%+9.8pp |
| Annual return | 83.26% | 12.25%+71.0pp | 12.21%+71.1pp | 41.45%+41.8pp |
| Employer contribution / active EE | $1,386 | $3,141-55.9% | $2,550-45.6% | $4,869-71.5% |
| Participant deferral / active EE | $6,242 | $3,601+73.3% | $3,149+98.2% | $5,287+18.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |