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 | $232,249 | $153,772+51.0% | $133,980+73.3% | $273,961-15.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.77% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,235 | $6,029-13.2% | $5,211+0.4% | $4,869+7.5% |
| Participant deferral / active EE | $8,319 | $6,958+19.5% | $6,282+32.4% | $5,287+57.3% |
| Admin fee / account holder | $89 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |