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 | $193,433 | $124,281+55.6% | $109,143+77.2% | $167,490+15.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.00% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,007 | $4,207-4.8% | $3,722+7.7% | $4,837-17.2% |
| Participant deferral / active EE | $9,411 | $5,255+79.1% | $4,653+102.3% | $6,341+48.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |