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 | $198,493 | $146,267+35.7% | $197,124+0.7% | $82,448+140.8% |
| Participation rate | 92.0% | 84.0%+8.0pp | 86.7%+5.3pp | 68.1%+23.9pp |
| Annual return | 17.88% | 29.61%-11.7pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,701 | $4,723-64.0% | $6,227-72.7% | $2,551-33.3% |
| Participant deferral / active EE | $7,125 | $7,035+1.3% | $9,135-22.0% | $4,139+72.1% |
| Admin fee / account holder | $6 | $14,422-100.0% | $16,298-100.0% | $7,234-99.9% |