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 | $121,533 | $177,572-31.6% | $154,803-21.5% | $142,382-14.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.54% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,705 | $4,810+18.6% | $4,305+32.5% | $4,299+32.7% |
| Participant deferral / active EE | $9,282 | $6,272+48.0% | $5,540+67.5% | $6,507+42.6% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |