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 | $218,026 | $215,361+1.2% | $171,082+27.4% | $273,961-20.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 20.36% | 25.14%-4.8pp | 32.56%-12.2pp | 41.45%-21.1pp |
| Employer contribution / active EE | $2,406 | $4,967-51.6% | $4,002-39.9% | $4,869-50.6% |
| Participant deferral / active EE | $7,983 | $5,543+44.0% | $4,797+66.4% | $5,287+51.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |