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 | $124,277 | $153,772-19.2% | $133,980-7.2% | $273,961-54.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 10.11% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,241 | $6,029-46.2% | $5,211-37.8% | $4,869-33.4% |
| Participant deferral / active EE | $9,452 | $6,958+35.8% | $6,282+50.5% | $5,287+78.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |