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 | $180,865 | $181,894-0.6% | $156,549+15.5% | $273,961-34.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.99% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,388 | $6,248-61.8% | $5,501-56.6% | $4,869-51.0% |
| Participant deferral / active EE | $4,490 | $5,550-19.1% | $4,871-7.8% | $5,287-15.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |