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 | $85,787 | $135,952-36.9% | $123,892-30.8% | $273,961-68.7% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 6.60% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,635 | $5,170-68.4% | $4,617-64.6% | $4,869-66.4% |
| Participant deferral / active EE | $11,083 | $6,343+74.7% | $5,984+85.2% | $5,287+109.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |