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 | $92,768 | $148,534-37.5% | $135,903-31.7% | $139,434-33.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.12% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $7,254 | $5,243+38.4% | $4,856+49.4% | $4,751+52.7% |
| Participant deferral / active EE | $5,020 | $8,100-38.0% | $7,758-35.3% | $6,710-25.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |