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 | $199,652 | $201,272-0.8% | $184,203+8.4% | $145,922+36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.25% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,004 | $7,022-43.0% | $6,427-37.7% | $4,660-14.1% |
| Participant deferral / active EE | $6,303 | $9,806-35.7% | $9,131-31.0% | $6,688-5.7% |
| Admin fee / account holder | $213 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |