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 | $208,382 | $181,894+14.6% | $156,549+33.1% | $273,961-23.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.89% | 30.74%-26.9pp | 32.23%-28.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $13,752 | $6,248+120.1% | $5,501+150.0% | $4,869+182.5% |
| Participant deferral / active EE | $5,000 | $5,550-9.9% | $4,871+2.6% | $5,287-5.4% |
| Admin fee / account holder | $38 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |