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 | $34,523 | $157,256-78.0% | $141,162-75.5% | $152,861-77.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 30.26% | 64.32%-34.1pp | 71.39%-41.1pp | 345.32%-315.1pp |
| Employer contribution / active EE | $3,088 | $5,261-41.3% | $4,735-34.8% | $4,762-35.2% |
| Participant deferral / active EE | $8,442 | $7,109+18.7% | $6,709+25.8% | $5,850+44.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |