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 | $120,925 | $109,327+10.6% | $89,391+35.3% | $158,922-23.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 10.90% | 345.68%-334.8pp | 245.62%-234.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,204 | $3,170-30.5% | $2,586-14.8% | $4,761-53.7% |
| Participant deferral / active EE | $2,780 | $4,598-39.6% | $3,890-28.5% | $5,982-53.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |