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 | $175,617 | $198,466-11.5% | $170,442+3.0% | $147,584+19.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.17% | 257.29%-247.1pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,686 | $6,184+24.3% | $5,433+41.5% | $4,876+57.6% |
| Participant deferral / active EE | $6,892 | $5,629+22.4% | $4,939+39.5% | $5,439+26.7% |
| Admin fee / account holder | $142 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |