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 | $176,420 | $153,772+14.7% | $133,980+31.7% | $273,961-35.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 9.08% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,947 | $6,029-1.4% | $5,211+14.1% | $4,869+22.1% |
| Participant deferral / active EE | $7,159 | $6,958+2.9% | $6,282+14.0% | $5,287+35.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |