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 | $157,787 | $181,894-13.3% | $156,549+0.8% | $273,961-42.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.39% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,257 | $6,248-15.9% | $5,501-4.4% | $4,869+8.0% |
| Participant deferral / active EE | $6,346 | $5,550+14.3% | $4,871+30.3% | $5,287+20.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |