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 | $111,641 | $99,341+12.4% | $84,750+31.7% | $273,961-59.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.21% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,578 | $4,214-62.6% | $3,574-55.9% | $4,869-67.6% |
| Participant deferral / active EE | $8,400 | $4,269+96.8% | $3,712+126.3% | $5,287+58.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |