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 7-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 | $86,034 | $217,402-60.4% | $185,823-53.7% | $167,490-48.6% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 10.93% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $13,846 | $5,873+135.7% | $5,167+167.9% | $4,837+186.2% |
| Participant deferral / active EE | $9,398 | $6,356+47.8% | $5,568+68.8% | $6,341+48.2% |
| Admin fee / account holder | $224 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |