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 | $206,737 | $135,952+52.1% | $123,892+66.9% | $273,961-24.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.20% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,470 | $5,170-13.5% | $4,617-3.2% | $4,869-8.2% |
| Participant deferral / active EE | $6,268 | $6,343-1.2% | $5,984+4.7% | $5,287+18.6% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |