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 | $132,529 | $112,881+17.4% | $90,951+45.7% | $158,922-16.6% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 18.15% | 215.79%-197.6pp | 134.60%-116.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,186 | $2,893-59.0% | $2,122-44.1% | $4,761-75.1% |
| Participant deferral / active EE | $2,974 | $4,128-27.9% | $3,373-11.8% | $5,982-50.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |