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 | $200,930 | $210,408-4.5% | $153,485+30.9% | $145,922+37.7% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 14.15% | 13.37%+0.8pp | 15.65%-1.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,773 | $6,048-54.1% | $5,039-45.0% | $4,660-40.5% |
| Participant deferral / active EE | $7,145 | $7,975-10.4% | $6,757+5.7% | $6,688+6.8% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |