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 | $129,511 | $135,952-4.7% | $123,892+4.5% | $273,961-52.7% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 9.80% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,846 | $5,170+51.8% | $4,617+69.9% | $4,869+61.2% |
| Participant deferral / active EE | $8,026 | $6,343+26.5% | $5,984+34.1% | $5,287+51.8% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |