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 | $225,093 | $153,772+46.4% | $133,980+68.0% | $273,961-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 25.62% | 36.51%-10.9pp | 29.30%-3.7pp | 41.45%-15.8pp |
| Employer contribution / active EE | $1,764 | $6,029-70.7% | $5,211-66.2% | $4,869-63.8% |
| Participant deferral / active EE | $6,260 | $6,958-10.0% | $6,282-0.3% | $5,287+18.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |