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 | $177,558 | $153,772+15.5% | $133,980+32.5% | $273,961-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.01% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.4pp |
| Employer contribution / active EE | $5,018 | $6,029-16.8% | $5,211-3.7% | $4,869+3.1% |
| Participant deferral / active EE | $6,665 | $6,958-4.2% | $6,282+6.1% | $5,287+26.1% |
| Admin fee / account holder | $218 | $11,765-98.1% | $9,324-97.7% | $10,132-97.8% |