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 | $163,664 | $135,952+20.4% | $123,892+32.1% | $273,961-40.3% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 6.00% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,469 | $5,170-13.6% | $4,617-3.2% | $4,869-8.2% |
| Participant deferral / active EE | $6,280 | $6,343-1.0% | $5,984+4.9% | $5,287+18.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |