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 | $74,690 | $72,012+3.7% | $185,823-59.8% | $79,858-6.5% |
| Participation rate | 78.6% | 65.8%+12.8pp | 78.0%+0.5pp | 69.6%+8.9pp |
| Annual return | 16.05% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,236 | $1,965+13.8% | $4,087-45.3% | $2,471-9.5% |
| Participant deferral / active EE | $4,562 | $3,779+20.7% | $5,632-19.0% | $3,740+22.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |