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 | $247,326 | $153,772+60.8% | $133,980+84.6% | $273,961-9.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.02% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,304 | $6,029-45.2% | $5,211-36.6% | $4,869-32.1% |
| Participant deferral / active EE | $12,669 | $6,958+82.1% | $6,282+101.7% | $5,287+139.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |