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 | $193,645 | $153,772+25.9% | $133,980+44.5% | $273,961-29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.34% | 36.51%-24.2pp | 29.30%-17.0pp | 41.45%-29.1pp |
| Employer contribution / active EE | $4,558 | $6,029-24.4% | $5,211-12.5% | $4,869-6.4% |
| Participant deferral / active EE | $8,647 | $6,958+24.3% | $6,282+37.7% | $5,287+63.6% |
| Admin fee / account holder | $186 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |