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 | $162,136 | $197,591-17.9% | $177,821-8.8% | $158,922+2.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.45% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,356 | $6,697-49.9% | $5,918-43.3% | $4,761-29.5% |
| Participant deferral / active EE | $7,959 | $8,405-5.3% | $7,714+3.2% | $5,982+33.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |