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 | $117,243 | $85,766+36.7% | $136,294-14.0% | $70,131+67.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 21.15% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,550 | $2,966+19.7% | $4,695-24.4% | $2,342+51.6% |
| Participant deferral / active EE | $7,764 | $5,051+53.7% | $6,247+24.3% | $3,332+133.0% |
| Admin fee / account holder | $1 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |