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 | $154,369 | $135,952+13.5% | $123,892+24.6% | $273,961-43.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.35% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,000 | $5,170-42.0% | $4,617-35.0% | $4,869-38.4% |
| Participant deferral / active EE | $7,502 | $6,343+18.3% | $5,984+25.4% | $5,287+41.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |