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 | $243,147 | $135,952+78.8% | $123,892+96.3% | $273,961-11.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,212 | $5,170-18.5% | $4,617-8.8% | $4,869-13.5% |
| Participant deferral / active EE | $5,103 | $6,343-19.5% | $5,984-14.7% | $5,287-3.5% |
| Admin fee / account holder | $176 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |