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 | $161,960 | $109,817+47.5% | $98,442+64.5% | $167,490-3.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 15.68% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,742 | $3,224+47.1% | $2,960+60.2% | $4,837-2.0% |
| Participant deferral / active EE | $7,570 | $4,673+62.0% | $4,276+77.0% | $6,341+19.4% |
| Admin fee / account holder | $21 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |