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 | $112,108 | $135,952-17.5% | $123,892-9.5% | $273,961-59.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 11.43% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $5,158 | $5,170-0.2% | $4,617+11.7% | $4,869+5.9% |
| Participant deferral / active EE | $10,316 | $6,343+62.6% | $5,984+72.4% | $5,287+95.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |