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 | $237,766 | $215,361+10.4% | $171,082+39.0% | $273,961-13.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 5.28% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,608 | $4,967-67.6% | $4,002-59.8% | $4,869-67.0% |
| Participant deferral / active EE | $7,512 | $5,543+35.5% | $4,797+56.6% | $5,287+42.1% |
| Admin fee / account holder | $55 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |