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 | $87,287 | $135,952-35.8% | $123,892-29.5% | $273,961-68.1% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 12.61% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,338 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $5,021 | $6,343-20.8% | $5,984-16.1% | $5,287-5.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |