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 | $108,684 | $107,334+1.3% | $92,893+17.0% | $152,861-28.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 19.99% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,030 | $4,221-28.2% | $3,653-17.1% | $4,762-36.4% |
| Participant deferral / active EE | $5,958 | $4,845+23.0% | $4,236+40.6% | $5,850+1.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |