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 | $81,776 | $99,341-17.7% | $84,750-3.5% | $273,961-70.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 9.70% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,455 | $4,214+5.7% | $3,574+24.6% | $4,869-8.5% |
| Participant deferral / active EE | $10,163 | $4,269+138.1% | $3,712+173.8% | $5,287+92.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |