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 | $161,400 | $153,772+5.0% | $133,980+20.5% | $273,961-41.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.56% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $9,912 | $6,029+64.4% | $5,211+90.2% | $4,869+103.6% |
| Participant deferral / active EE | $9,568 | $6,958+37.5% | $6,282+52.3% | $5,287+81.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |