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 | $196,844 | $107,334+83.4% | $92,893+111.9% | $152,861+28.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.08% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,345 | $4,221-20.7% | $3,653-8.4% | $4,762-29.8% |
| Participant deferral / active EE | $6,165 | $4,845+27.2% | $4,236+45.5% | $5,850+5.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |