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 | $146,430 | $135,952+7.7% | $123,892+18.2% | $273,961-46.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,305 | $5,170-36.1% | $4,617-28.4% | $4,869-32.1% |
| Participant deferral / active EE | $13,467 | $6,343+112.3% | $5,984+125.0% | $5,287+154.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |