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 | $142,133 | $105,126+35.2% | $94,646+50.2% | $139,434+1.9% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 21.11% | 38.03%-16.9pp | 156.71%-135.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,276 | $4,106-20.2% | $3,672-10.8% | $4,751-31.0% |
| Participant deferral / active EE | $10,216 | $7,599+34.4% | $7,418+37.7% | $6,710+52.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |