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 | $173,611 | $135,952+27.7% | $123,892+40.1% | $273,961-36.6% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 10.76% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,547 | $5,170-31.4% | $4,617-23.2% | $4,869-27.2% |
| Participant deferral / active EE | $7,700 | $6,343+21.4% | $5,984+28.7% | $5,287+45.6% |
| Admin fee / account holder | $245 | $9,817-97.5% | $8,357-97.1% | $10,132-97.6% |