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 | $174,457 | $181,894-4.1% | $156,549+11.4% | $273,961-36.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,004 | $6,248-51.9% | $5,501-45.4% | $4,869-38.3% |
| Participant deferral / active EE | $10,564 | $5,550+90.3% | $4,871+116.9% | $5,287+99.8% |
| Admin fee / account holder | $198 | $15,559-98.7% | $13,027-98.5% | $10,132-98.0% |