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 | $197,584 | $201,272-1.8% | $184,203+7.3% | $145,922+35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.75% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,871 | $7,022-16.4% | $6,427-8.7% | $4,660+26.0% |
| Participant deferral / active EE | $25,475 | $9,806+159.8% | $9,131+179.0% | $6,688+280.9% |
| Admin fee / account holder | $100 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |