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 | $248,769 | $181,894+36.8% | $156,549+58.9% | $273,961-9.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.39% | 30.74%-20.4pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,120 | $6,248-18.1% | $5,501-6.9% | $4,869+5.2% |
| Participant deferral / active EE | $6,703 | $5,550+20.8% | $4,871+37.6% | $5,287+26.8% |
| Admin fee / account holder | $42 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |