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 | $146,418 | $96,557+51.6% | $80,975+80.8% | $273,961-46.6% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.8%+19.8pp | 83.0%+12.6pp |
| Annual return | 10.26% | 15.14%-4.9pp | 17.10%-6.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,607 | $4,868-5.4% | $3,714+24.0% | $4,869-5.4% |
| Participant deferral / active EE | $5,561 | $6,598-15.7% | $5,696-2.4% | $5,287+5.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |