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 | $243,171 | $93,571+159.9% | $135,903+78.9% | $75,163+223.5% |
| Participation rate | 98.6% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 26.06% | 30.90%-4.8pp | 68.23%-42.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,795 | $3,537+7.3% | $4,856-21.9% | $2,670+42.1% |
| Participant deferral / active EE | $14,694 | $6,404+129.4% | $7,758+89.4% | $4,125+256.2% |
| Admin fee / account holder | $206 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |