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 | $202,950 | $181,894+11.6% | $156,549+29.6% | $273,961-25.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 20.61% | 30.74%-10.1pp | 32.23%-11.6pp | 41.45%-20.8pp |
| Employer contribution / active EE | $8,752 | $6,248+40.1% | $5,501+59.1% | $4,869+79.8% |
| Participant deferral / active EE | $4,698 | $5,550-15.3% | $4,871-3.6% | $5,287-11.1% |
| Admin fee / account holder | $32 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |