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 | $148,105 | $124,281+19.2% | $109,143+35.7% | $167,490-11.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 34.40% | 26.04%+8.4pp | 25.75%+8.6pp | 478.56%-444.2pp |
| Employer contribution / active EE | $4,220 | $4,207+0.3% | $3,722+13.4% | $4,837-12.8% |
| Participant deferral / active EE | $6,789 | $5,255+29.2% | $4,653+45.9% | $6,341+7.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |