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 | $148,263 | $103,376+43.4% | $87,100+70.2% | $152,861-3.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 27.86% | 28.10%-0.2pp | 28.19%-0.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $3,100 | $3,220-3.7% | $2,521+23.0% | $4,762-34.9% |
| Participant deferral / active EE | $6,611 | $4,778+38.4% | $4,049+63.3% | $5,850+13.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |