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 | $217,834 | $135,952+60.2% | $123,892+75.8% | $273,961-20.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,780 | $5,170-46.2% | $4,617-39.8% | $4,869-42.9% |
| Participant deferral / active EE | $5,200 | $6,343-18.0% | $5,984-13.1% | $5,287-1.6% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |