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 | $138,336 | $181,894-23.9% | $156,549-11.6% | $273,961-49.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 8.29% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,535 | $6,248-59.4% | $5,501-53.9% | $4,869-47.9% |
| Participant deferral / active EE | $4,520 | $5,550-18.6% | $4,871-7.2% | $5,287-14.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |