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 | $188,693 | $181,894+3.7% | $156,549+20.5% | $273,961-31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.74% | 30.74%-17.0pp | 32.23%-18.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $5,833 | $6,248-6.6% | $5,501+6.0% | $4,869+19.8% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $5 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |