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 | $115,448 | $135,952-15.1% | $123,892-6.8% | $273,961-57.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,029 | $5,170-22.1% | $4,617-12.7% | $4,869-17.2% |
| Participant deferral / active EE | $8,210 | $6,343+29.4% | $5,984+37.2% | $5,287+55.3% |
| Admin fee / account holder | $144 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |