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 | $95,624 | $112,881-15.3% | $90,951+5.1% | $158,922-39.8% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 13.25% | 215.79%-202.5pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,187 | $2,893-24.4% | $2,122+3.0% | $4,761-54.1% |
| Participant deferral / active EE | $4,069 | $4,128-1.4% | $3,373+20.6% | $5,982-32.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |