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 | $146,635 | $153,772-4.6% | $133,980+9.4% | $273,961-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.85% | 36.51%-29.7pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $13,633 | $6,029+126.1% | $5,211+161.6% | $4,869+180.0% |
| Participant deferral / active EE | $10,429 | $6,958+49.9% | $6,282+66.0% | $5,287+97.2% |
| Admin fee / account holder | $36 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |