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 | $179,980 | $181,894-1.1% | $156,549+15.0% | $273,961-34.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.89% | 30.74%-26.9pp | 32.23%-28.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $8,012 | $6,248+28.2% | $5,501+45.6% | $4,869+64.6% |
| Participant deferral / active EE | $4,620 | $5,550-16.8% | $4,871-5.2% | $5,287-12.6% |
| Admin fee / account holder | $9 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |