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 | $60,303 | $107,334-43.8% | $92,893-35.1% | $152,861-60.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 19.34% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,198 | $4,221-71.6% | $3,653-67.2% | $4,762-74.8% |
| Participant deferral / active EE | $6,010 | $4,845+24.0% | $4,236+41.9% | $5,850+2.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |