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 | $99,150 | $177,572-44.2% | $154,803-36.0% | $142,382-30.4% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 17.39% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,934 | $4,810-39.0% | $4,305-31.8% | $4,299-31.7% |
| Participant deferral / active EE | $6,216 | $6,272-0.9% | $5,540+12.2% | $6,507-4.5% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |