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 | $125,605 | $76,367+64.5% | $93,606+34.2% | $72,985+72.1% |
| Participation rate | 78.1% | 71.7%+6.4pp | 75.8%+2.3pp | 69.5%+8.6pp |
| Annual return | 26.29% | 25.82%+0.5pp | 32.76%-6.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,950 | $2,275-14.3% | $2,718-28.2% | $2,440-20.1% |
| Participant deferral / active EE | $4,499 | $3,538+27.2% | $4,069+10.6% | $3,607+24.7% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |