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 | $60,495 | $153,772-60.7% | $133,980-54.8% | $273,961-77.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 98.01% | 36.51%+61.5pp | 29.30%+68.7pp | 41.45%+56.6pp |
| Employer contribution / active EE | $3,714 | $6,029-38.4% | $5,211-28.7% | $4,869-23.7% |
| Participant deferral / active EE | $12,114 | $6,958+74.1% | $6,282+92.8% | $5,287+129.1% |
| Admin fee / account holder | $188 | $11,765-98.4% | $9,324-98.0% | $10,132-98.1% |