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 | $98,191 | $102,966-4.6% | $90,281+8.8% | $152,861-35.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 12.86% | 95.16%-82.3pp | 78.10%-65.2pp | 345.32%-332.5pp |
| Employer contribution / active EE | $6,551 | $3,139+108.7% | $2,854+129.5% | $4,762+37.6% |
| Participant deferral / active EE | $4,593 | $4,281+7.3% | $3,885+18.2% | $5,850-21.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |