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 | $172,687 | $181,894-5.1% | $156,549+10.3% | $273,961-37.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.95% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,250 | $6,248-48.0% | $5,501-40.9% | $4,869-33.2% |
| Participant deferral / active EE | $7,650 | $5,550+37.8% | $4,871+57.1% | $5,287+44.7% |
| Admin fee / account holder | $206 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |