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 | $77,914 | $817,678-90.5% | $392,568-80.2% | $152,861-49.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.1%+10.8pp | 82.4%+6.4pp |
| Annual return | 19.79% | 22.84%-3.1pp | 24.42%-4.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,283 | $5,502-22.2% | $3,783+13.2% | $4,762-10.1% |
| Participant deferral / active EE | $7,535 | $8,398-10.3% | $5,985+25.9% | $5,850+28.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |