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 | $92,768 | $135,952-31.8% | $123,892-25.1% | $273,961-66.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,829 | $5,170-45.3% | $4,617-38.7% | $4,869-41.9% |
| Participant deferral / active EE | $7,578 | $6,343+19.5% | $5,984+26.6% | $5,287+43.3% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,132-97.5% |