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 | $61,770 | $135,952-54.6% | $123,892-50.1% | $273,961-77.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 13.29% | 56.63%-43.3pp | 47.52%-34.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $2,895 | $5,170-44.0% | $4,617-37.3% | $4,869-40.5% |
| Participant deferral / active EE | $6,268 | $6,343-1.2% | $5,984+4.7% | $5,287+18.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |