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 | $175,192 | $153,772+13.9% | $133,980+30.8% | $273,961-36.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.75% | 36.51%-27.8pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,829 | $6,029-53.1% | $5,211-45.7% | $4,869-41.9% |
| Participant deferral / active EE | $6,653 | $6,958-4.4% | $6,282+5.9% | $5,287+25.8% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |