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 | $169,916 | $181,894-6.6% | $156,549+8.5% | $273,961-38.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.37% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $14,761 | $6,248+136.3% | $5,501+168.3% | $4,869+203.2% |
| Participant deferral / active EE | $11,036 | $5,550+98.8% | $4,871+126.6% | $5,287+108.7% |
| Admin fee / account holder | -$40 | $15,559-100.3% | $13,027-100.3% | $10,132-100.4% |