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 | $139,843 | $99,341+40.8% | $84,750+65.0% | $273,961-49.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 35.14% | 22.93%+12.2pp | 22.78%+12.4pp | 41.45%-6.3pp |
| Employer contribution / active EE | $3,392 | $4,214-19.5% | $3,574-5.1% | $4,869-30.3% |
| Participant deferral / active EE | $7,459 | $4,269+74.7% | $3,712+101.0% | $5,287+41.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |