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 | $116,893 | $135,952-14.0% | $123,892-5.6% | $273,961-57.3% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.09% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,662 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $6,794 | $6,343+7.1% | $5,984+13.5% | $5,287+28.5% |
| Admin fee / account holder | $86 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |