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 | $167,017 | $181,894-8.2% | $156,549+6.7% | $273,961-39.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.74% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $8,040 | $6,248+28.7% | $5,501+46.2% | $4,869+65.1% |
| Participant deferral / active EE | $6,809 | $5,550+22.7% | $4,871+39.8% | $5,287+28.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |