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 | $151,276 | $93,071+62.5% | $74,583+102.8% | $273,961-44.8% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 8.74% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,269 | $3,160+66.8% | $2,525+108.7% | $4,869+8.2% |
| Participant deferral / active EE | $6,282 | $4,160+51.0% | $3,458+81.7% | $5,287+18.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |