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 | $143,904 | $181,894-20.9% | $156,549-8.1% | $273,961-47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.63% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $7,843 | $6,248+25.5% | $5,501+42.6% | $4,869+61.1% |
| Participant deferral / active EE | $6,300 | $5,550+13.5% | $4,871+29.3% | $5,287+19.2% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |