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 | $100,017 | $83,337+20.0% | $67,834+47.4% | $273,961-63.5% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 5.90% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,695 | $3,287+42.8% | $2,403+95.3% | $4,869-3.6% |
| Participant deferral / active EE | $7,292 | $4,088+78.4% | $3,160+130.8% | $5,287+37.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |