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 | $174,129 | $215,361-19.1% | $171,082+1.8% | $273,961-36.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 6.72% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,258 | $4,967-54.5% | $4,002-43.6% | $4,869-53.6% |
| Participant deferral / active EE | $8,964 | $5,543+61.7% | $4,797+86.9% | $5,287+69.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |