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 | $189,222 | $201,272-6.0% | $184,203+2.7% | $145,922+29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.21% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $7,729 | $7,022+10.1% | $6,427+20.3% | $4,660+65.9% |
| Participant deferral / active EE | $9,145 | $9,806-6.7% | $9,131+0.1% | $6,688+36.7% |
| Admin fee / account holder | $198 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |