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 | $247,445 | $114,381+116.3% | $107,525+130.1% | $142,382+73.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.45% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,326 | $4,015+7.8% | $3,754+15.3% | $4,299+0.6% |
| Participant deferral / active EE | $6,876 | $5,564+23.6% | $5,116+34.4% | $6,507+5.7% |
| Admin fee / account holder | $54 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |