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 | $133,127 | $90,600+46.9% | $79,464+67.5% | $135,375-1.7% |
| Participation rate | 76.5% | 76.0%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | 9.13% | 977.43%-968.3pp | 718.14%-709.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $2,899 | $3,068-5.5% | $2,800+3.5% | $4,779-39.3% |
| Participant deferral / active EE | $3,687 | $4,050-9.0% | $3,704-0.4% | $5,609-34.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |