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 | $168,797 | $153,772+9.8% | $133,980+26.0% | $273,961-38.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.40% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,288 | $6,029-28.9% | $5,211-17.7% | $4,869-11.9% |
| Participant deferral / active EE | $16,188 | $6,958+132.6% | $6,282+157.7% | $5,287+206.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |