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 | $72,045 | $104,974-31.4% | $95,585-24.6% | $142,382-49.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 11.30% | 210.33%-199.0pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,458 | $2,779+60.4% | $2,527+76.4% | $4,299+3.7% |
| Participant deferral / active EE | $2,125 | $4,352-51.2% | $4,023-47.2% | $6,507-67.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |