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 | $109,276 | $135,952-19.6% | $123,892-11.8% | $273,961-60.1% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 10.53% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $8,674 | $5,170+67.8% | $4,617+87.9% | $4,869+78.1% |
| Participant deferral / active EE | $8,904 | $6,343+40.4% | $5,984+48.8% | $5,287+68.4% |
| Admin fee / account holder | $287 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |