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 | $171,165 | $181,894-5.9% | $156,549+9.3% | $273,961-37.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.18% | 30.74%-25.6pp | 32.23%-27.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,944 | $6,248-52.9% | $5,501-46.5% | $4,869-39.5% |
| Participant deferral / active EE | $5,060 | $5,550-8.8% | $4,871+3.9% | $5,287-4.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |