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 | $130,031 | $99,652+30.5% | $78,778+65.1% | $147,584-11.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 9.07% | 47.28%-38.2pp | 35.62%-26.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,156 | $2,796-22.9% | $1,986+8.6% | $4,876-55.8% |
| Participant deferral / active EE | $4,312 | $3,664+17.7% | $2,958+45.8% | $5,439-20.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |