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 | $129,341 | $110,261+17.3% | $95,745+35.1% | $139,434-7.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.88% | 27.11%-10.2pp | 28.35%-11.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,469 | $3,257-24.2% | $2,835-12.9% | $4,751-48.0% |
| Participant deferral / active EE | $10,464 | $4,676+123.8% | $4,245+146.5% | $6,710+55.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |