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 | $91,492 | $124,319-26.4% | $111,297-17.8% | $167,490-45.4% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 13.76% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,632 | $3,435-23.4% | $2,731-3.6% | $4,837-45.6% |
| Participant deferral / active EE | $7,166 | $5,180+38.3% | $4,487+59.7% | $6,341+13.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |