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 | $174,867 | $167,484+4.4% | $151,611+15.3% | $134,475+30.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.31% | 7.80%-5.5pp | 3.33%-1.0pp | 417.96%-415.7pp |
| Employer contribution / active EE | $4,074 | $6,829-40.3% | $6,166-33.9% | $4,740-14.0% |
| Participant deferral / active EE | $9,258 | $8,986+3.0% | $8,363+10.7% | $6,400+44.7% |
| Admin fee / account holder | $212 | $13,783-98.5% | $11,616-98.2% | $11,426-98.1% |