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 | $87,950 | $67,606+30.1% | $82,313+6.8% | $70,131+25.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 18.58% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,666 | $1,755-5.0% | $2,428-31.4% | $2,342-28.9% |
| Participant deferral / active EE | $6,660 | $2,987+123.0% | $3,706+79.7% | $3,332+99.9% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |