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 | $156,794 | $215,361-27.2% | $171,082-8.4% | $273,961-42.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 6.88% | 25.14%-18.3pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,431 | $4,967-10.8% | $4,002+10.7% | $4,869-9.0% |
| Participant deferral / active EE | $11,137 | $5,543+100.9% | $4,797+132.1% | $5,287+110.6% |
| Admin fee / account holder | $59 | $10,846-99.5% | $8,520-99.3% | $10,132-99.4% |