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 | $86,053 | $135,952-36.7% | $123,892-30.5% | $273,961-68.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 15.32% | 56.63%-41.3pp | 47.52%-32.2pp | 41.45%-26.1pp |
| Employer contribution / active EE | $3,675 | $5,170-28.9% | $4,617-20.4% | $4,869-24.5% |
| Participant deferral / active EE | $6,654 | $6,343+4.9% | $5,984+11.2% | $5,287+25.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |