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 | $56,352 | $104,251-45.9% | $91,001-38.1% | $147,584-61.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 11.08% | 27.06%-16.0pp | 4.60%+6.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $7,808 | $3,116+150.6% | $2,456+218.0% | $4,876+60.1% |
| Participant deferral / active EE | $8,450 | $4,195+101.4% | $3,547+138.2% | $5,439+55.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |