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 | $135,987 | $132,239+2.8% | $105,722+28.6% | $273,961-50.4% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 8.98% | 10.07%-1.1pp | 12.25%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,398 | $4,867-9.6% | $4,079+7.8% | $4,869-9.7% |
| Participant deferral / active EE | $7,410 | $6,233+18.9% | $5,326+39.1% | $5,287+40.1% |
| Admin fee / account holder | $257 | $12,032-97.9% | $8,308-96.9% | $10,132-97.5% |