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 | $155,565 | $153,772+1.2% | $133,980+16.1% | $273,961-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.12% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $19,930 | $6,029+230.6% | $5,211+282.4% | $4,869+309.3% |
| Participant deferral / active EE | $10,273 | $6,958+47.6% | $6,282+63.5% | $5,287+94.3% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |