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 | $121,253 | $110,257+10.0% | $96,544+25.6% | $139,434-13.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 14.54% | 26.32%-11.8pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,933 | $3,620-46.6% | $2,965-34.8% | $4,751-59.3% |
| Participant deferral / active EE | $2,277 | $5,548-59.0% | $4,851-53.1% | $6,710-66.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |