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 | $207,752 | $181,894+14.2% | $156,549+32.7% | $273,961-24.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $7,379 | $6,248+18.1% | $5,501+34.1% | $4,869+51.6% |
| Participant deferral / active EE | $4,993 | $5,550-10.0% | $4,871+2.5% | $5,287-5.6% |
| Admin fee / account holder | $211 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |