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 | $138,716 | $153,772-9.8% | $133,980+3.5% | $273,961-49.4% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 5.85% | 36.51%-30.7pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,324 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $6,884 | $6,958-1.1% | $6,282+9.6% | $5,287+30.2% |
| Admin fee / account holder | $8 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |