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 8-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 | $157,257 | $153,772+2.3% | $133,980+17.4% | $273,961-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.22% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,604 | $6,029-40.2% | $5,211-30.8% | $4,869-26.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $168 | $11,765-98.6% | $9,324-98.2% | $10,132-98.3% |