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 | $146,891 | $104,251+40.9% | $91,001+61.4% | $147,584-0.5% |
| Participation rate | 76.2% | 78.2%-2.0pp | 75.6%+0.6pp | 82.8%-6.6pp |
| Annual return | 18.46% | 27.06%-8.6pp | 4.60%+13.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,836 | $3,116+23.1% | $2,456+56.2% | $4,876-21.3% |
| Participant deferral / active EE | $4,322 | $4,195+3.0% | $3,547+21.8% | $5,439-20.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |