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 | $92,821 | $69,207+34.1% | $64,056+44.9% | $139,434-33.4% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 21.59% | 45.88%-24.3pp | 33.69%-12.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $15,664 | $4,682+234.6% | $3,880+303.7% | $6,710+133.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |