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 | $224,686 | $127,065+76.8% | $113,168+98.5% | $142,382+57.8% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 11.53% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,531 | $3,442+2.6% | $2,975+18.7% | $4,299-17.9% |
| Participant deferral / active EE | $9,209 | $5,716+61.1% | $5,107+80.3% | $6,507+41.5% |
| Admin fee / account holder | $123 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |