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 | $156,164 | $181,894-14.1% | $156,549-0.2% | $273,961-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.03% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,713 | $6,248-24.6% | $5,501-14.3% | $4,869-3.2% |
| Participant deferral / active EE | $4,480 | $5,550-19.3% | $4,871-8.0% | $5,287-15.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |