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 | $148,978+33.2% | $200,582-1.0% | $84,808+134.1% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 17.88% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,701 | $4,815-64.7% | $6,419-73.5% | $2,631-35.3% |
| Participant deferral / active EE | $7,125 | $7,142-0.2% | $9,331-23.6% | $4,212+69.2% |
| Admin fee / account holder | $6 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |