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 | $60,113 | $113,339-47.0% | $94,993-36.7% | $147,584-59.3% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 20.47% | 20.77%-0.3pp | 27.12%-6.7pp | 578.55%-558.1pp |
| Employer contribution / active EE | $8,540 | $3,160+170.2% | $2,603+228.0% | $4,876+75.1% |
| Participant deferral / active EE | $5,825 | $3,777+54.2% | $3,317+75.6% | $5,439+7.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |