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 | $152,792 | $153,772-0.6% | $133,980+14.0% | $273,961-44.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 8.69% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,684 | $6,029-55.5% | $5,211-48.5% | $4,869-44.9% |
| Participant deferral / active EE | $7,124 | $6,958+2.4% | $6,282+13.4% | $5,287+34.7% |
| Admin fee / account holder | $48 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |