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 | $198,814 | $181,894+9.3% | $156,549+27.0% | $273,961-27.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.59% | 30.74%-21.2pp | 32.23%-22.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,670 | $6,248-41.3% | $5,501-33.3% | $4,869-24.6% |
| Participant deferral / active EE | $4,992 | $5,550-10.1% | $4,871+2.5% | $5,287-5.6% |
| Admin fee / account holder | $4 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |