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 | $153,910 | $153,772+0.1% | $133,980+14.9% | $273,961-43.8% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 19.69% | 36.51%-16.8pp | 29.30%-9.6pp | 41.45%-21.8pp |
| Employer contribution / active EE | $16,234 | $6,029+169.3% | $5,211+211.5% | $4,869+233.4% |
| Participant deferral / active EE | $11,174 | $6,958+60.6% | $6,282+77.9% | $5,287+111.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |