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 5-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 | $119,072 | $149,734-20.5% | $118,925+0.1% | $158,922-25.1% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 8.30% | 19.95%-11.6pp | 35.88%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $5,543 | $4,115+34.7% | $3,263+69.9% | $4,761+16.4% |
| Participant deferral / active EE | $2,425 | $5,223-53.6% | $4,265-43.1% | $5,982-59.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |