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 | $100,790 | $142,405-29.2% | $115,157-12.5% | $152,861-34.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 21.97% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,893 | $4,010-52.8% | $3,179-40.4% | $4,762-60.2% |
| Participant deferral / active EE | $5,907 | $5,164+14.4% | $4,168+41.7% | $5,850+1.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |