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 | $167,467 | $127,386+31.5% | $115,037+45.6% | $125,391+33.6% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 2.29% | 31.28%-29.0pp | 26.14%-23.9pp | 282.22%-279.9pp |
| Employer contribution / active EE | $1,928 | $5,166-62.7% | $4,608-58.1% | $4,866-60.4% |
| Participant deferral / active EE | $7,154 | $6,423+11.4% | $6,026+18.7% | $5,352+33.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |