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 | $31,984 | $135,952-76.5% | $123,892-74.2% | $273,961-88.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 22.31% | 56.63%-34.3pp | 47.52%-25.2pp | 41.45%-19.1pp |
| Employer contribution / active EE | $4,704 | $5,170-9.0% | $4,617+1.9% | $4,869-3.4% |
| Participant deferral / active EE | $8,217 | $6,343+29.6% | $5,984+37.3% | $5,287+55.4% |
| Admin fee / account holder | $185 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |