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 | $68,704 | $135,952-49.5% | $123,892-44.5% | $273,961-74.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.08% | 56.63%-42.5pp | 47.52%-33.4pp | 41.45%-27.4pp |
| Employer contribution / active EE | $3,383 | $5,170-34.6% | $4,617-26.7% | $4,869-30.5% |
| Participant deferral / active EE | $11,855 | $6,343+86.9% | $5,984+98.1% | $5,287+124.2% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |