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 | $196,032 | $202,432-3.2% | $169,368+15.7% | $139,434+40.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.31% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $834 | $4,692-82.2% | $4,013-79.2% | $4,751-82.4% |
| Participant deferral / active EE | $8,680 | $6,938+25.1% | $6,221+39.5% | $6,710+29.3% |
| Admin fee / account holder | $83 | $10,708-99.2% | $9,003-99.1% | $11,403-99.3% |