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 | $147,096 | $135,952+8.2% | $123,892+18.7% | $273,961-46.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 3.87% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,600 | $6,343+35.6% | $5,984+43.7% | $5,287+62.7% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |