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 | $64,273 | $65,685-2.1% | $57,179+12.4% | $273,961-76.5% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 11.96% | 21.99%-10.0pp | 14.59%-2.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $21,188 | $3,279+546.2% | $2,682+689.9% | $4,869+335.2% |
| Participant deferral / active EE | $3,756 | $3,782-0.7% | $3,096+21.3% | $5,287-29.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |