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 | $108,842 | $95,266+14.3% | $82,389+32.1% | $142,382-23.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 19.24% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,423 | $2,991-19.0% | $2,517-3.7% | $4,299-43.6% |
| Participant deferral / active EE | $8,689 | $4,809+80.7% | $4,155+109.1% | $6,507+33.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |