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 | $177,735 | $217,402-18.2% | $185,823-4.4% | $167,490+6.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 26.03% | 148.36%-122.3pp | 122.05%-96.0pp | 478.56%-452.5pp |
| Employer contribution / active EE | $2,888 | $5,873-50.8% | $5,167-44.1% | $4,837-40.3% |
| Participant deferral / active EE | $5,658 | $6,356-11.0% | $5,568+1.6% | $6,341-10.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |