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 | $72,501 | $78,422-7.6% | $95,952-24.4% | $79,858-9.2% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 17.47% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,808 | $1,945-7.1% | $2,541-28.9% | $2,471-26.8% |
| Participant deferral / active EE | $4,222 | $3,440+22.7% | $4,167+1.3% | $3,740+12.9% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |