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 | $241,033 | $181,894+32.5% | $156,549+54.0% | $273,961-12.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.17% | 30.74%-20.6pp | 32.23%-22.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $22,200 | $6,248+255.3% | $5,501+303.5% | $4,869+356.0% |
| Participant deferral / active EE | $10,855 | $5,550+95.6% | $4,871+122.8% | $5,287+105.3% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |