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 | $239,616 | $181,894+31.7% | $156,549+53.1% | $273,961-12.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.02% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,524 | $6,248-59.6% | $5,501-54.1% | $4,869-48.2% |
| Participant deferral / active EE | $7,329 | $5,550+32.1% | $4,871+50.5% | $5,287+38.6% |
| Admin fee / account holder | $6 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |