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 | $167,422 | $153,772+8.9% | $133,980+25.0% | $273,961-38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.55% | 36.51%-20.0pp | 29.30%-12.7pp | 41.45%-24.9pp |
| Employer contribution / active EE | $4,445 | $6,029-26.3% | $5,211-14.7% | $4,869-8.7% |
| Participant deferral / active EE | $14,594 | $6,958+109.7% | $6,282+132.3% | $5,287+176.0% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |