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 | $102,884 | $135,952-24.3% | $123,892-17.0% | $273,961-62.4% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $5,185 | $5,170+0.3% | $4,617+12.3% | $4,869+6.5% |
| Participant deferral / active EE | $11,985 | $6,343+89.0% | $5,984+100.3% | $5,287+126.7% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,132-100.0% |