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 | $187,242 | $181,894+2.9% | $156,549+19.6% | $273,961-31.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.54% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,706 | $6,248-24.7% | $5,501-14.5% | $4,869-3.4% |
| Participant deferral / active EE | $13,950 | $5,550+151.4% | $4,871+186.4% | $5,287+163.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |