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 | $210,511 | $153,772+36.9% | $133,980+57.1% | $273,961-23.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.10% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $14,549 | $6,029+141.3% | $5,211+179.2% | $4,869+198.8% |
| Participant deferral / active EE | $7,689 | $6,958+10.5% | $6,282+22.4% | $5,287+45.4% |
| Admin fee / account holder | $92 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |