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 | $218,631 | $181,894+20.2% | $156,549+39.7% | $273,961-20.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.66% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,677 | $6,248+6.9% | $5,501+21.4% | $4,869+37.1% |
| Participant deferral / active EE | $7,840 | $5,550+41.3% | $4,871+60.9% | $5,287+48.3% |
| Admin fee / account holder | $193 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |