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 | $236,904 | $181,894+30.2% | $156,549+51.3% | $273,961-13.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.29% | 30.74%-23.5pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $9,359 | $6,248+49.8% | $5,501+70.1% | $4,869+92.2% |
| Participant deferral / active EE | $4,660 | $5,550-16.0% | $4,871-4.3% | $5,287-11.9% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |