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 | $99,948 | $155,788-35.8% | $124,672-19.8% | $167,490-40.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 11.73% | 17.97%-6.2pp | 5142.93%-5131.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,394 | $4,163-66.5% | $3,324-58.1% | $4,837-71.2% |
| Participant deferral / active EE | $7,612 | $5,673+34.2% | $4,614+65.0% | $6,341+20.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |