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 | $40,094 | $135,635-70.4% | $110,238-63.6% | $135,375-70.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 12.60% | 513.19%-500.6pp | 314.74%-302.1pp | 519.73%-507.1pp |
| Employer contribution / active EE | $2,472 | $4,906-49.6% | $3,826-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $6,673 | $5,506+21.2% | $4,672+42.8% | $5,609+19.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |