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 | $165,488 | $181,894-9.0% | $156,549+5.7% | $273,961-39.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 8.09% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,134 | $6,248-49.8% | $5,501-43.0% | $4,869-35.6% |
| Participant deferral / active EE | $8,118 | $5,550+46.3% | $4,871+66.7% | $5,287+53.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |