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 | $129,712 | $96,557+34.3% | $80,975+60.2% | $273,961-52.7% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 7.72% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $829 | $4,868-83.0% | $3,714-77.7% | $4,869-83.0% |
| Participant deferral / active EE | $3,599 | $6,598-45.5% | $5,696-36.8% | $5,287-31.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |