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 | $157,093 | $153,772+2.2% | $133,980+17.3% | $273,961-42.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $8,431 | $6,029+39.8% | $5,211+61.8% | $4,869+73.2% |
| Participant deferral / active EE | $11,634 | $6,958+67.2% | $6,282+85.2% | $5,287+120.0% |
| Admin fee / account holder | $18 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |