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 | $165,562 | $154,117+7.4% | $129,995+27.4% | $139,434+18.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.40% | 32.48%-17.1pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,161 | $5,289-40.2% | $4,320-26.8% | $4,751-33.5% |
| Participant deferral / active EE | $10,009 | $6,710+49.2% | $5,820+72.0% | $6,710+49.2% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |