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 | $174,609 | $135,952+28.4% | $123,892+40.9% | $273,961-36.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.14% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,201 | $5,170-76.8% | $4,617-74.0% | $4,869-75.3% |
| Participant deferral / active EE | $5,331 | $6,343-16.0% | $5,984-10.9% | $5,287+0.8% |
| Admin fee / account holder | $99 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |