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 | $201,183 | $181,894+10.6% | $156,549+28.5% | $273,961-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.84% | 30.74%-15.9pp | 32.23%-17.4pp | 41.45%-26.6pp |
| Employer contribution / active EE | $8,851 | $6,248+41.7% | $5,501+60.9% | $4,869+81.8% |
| Participant deferral / active EE | $14,654 | $5,550+164.0% | $4,871+200.8% | $5,287+177.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |