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 | $97,681 | $124,281-21.4% | $109,143-10.5% | $167,490-41.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 18.83% | 26.04%-7.2pp | 25.75%-6.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $7,588 | $4,207+80.4% | $3,722+103.9% | $4,837+56.9% |
| Participant deferral / active EE | $8,338 | $5,255+58.7% | $4,653+79.2% | $6,341+31.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |