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 | $187,245 | $161,352+16.0% | $134,172+39.6% | $137,256+36.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.5%+20.9pp | 80.0%+13.4pp |
| Annual return | 13.28% | 28.72%-15.4pp | 25.30%-12.0pp | 220.34%-207.1pp |
| Employer contribution / active EE | $9,502 | $4,099+131.8% | $3,420+177.8% | $4,156+128.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $124 | $15,028-99.2% | $12,016-99.0% | $12,270-99.0% |