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 | $66,613 | $113,339-41.2% | $94,993-29.9% | $147,584-54.9% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 10.18% | 20.77%-10.6pp | 27.12%-16.9pp | 578.55%-568.4pp |
| Employer contribution / active EE | $11,422 | $3,160+261.4% | $2,603+338.7% | $4,876+134.2% |
| Participant deferral / active EE | $8,802 | $3,777+133.0% | $3,317+165.3% | $5,439+61.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |