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 | $164,418 | $185,822-11.5% | $169,993-3.3% | $139,434+17.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 22.58% | 60.50%-37.9pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $6,017 | $7,590-20.7% | $6,785-11.3% | $4,751+26.7% |
| Participant deferral / active EE | $10,684 | $11,622-8.1% | $10,408+2.7% | $6,710+59.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |