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 | $220,360 | $227,396-3.1% | $442,409-50.2% | $116,875+88.5% |
| Participation rate | 90.0% | 85.7%+4.3pp | 88.0%+2.0pp | 74.5%+15.5pp |
| Annual return | 18.73% | 16.35%+2.4pp | 90.53%-71.8pp | 16.29%+2.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $7,697-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $7,422 | $7,352+0.9% | $7,555-1.8% | $3,885+91.0% |
| Admin fee / account holder | $24 | $16,310-99.9% | $51,603-100.0% | $12,263-99.8% |