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 | $217,912 | $95,266+128.7% | $82,389+164.5% | $142,382+53.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 14.43% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,909 | $2,991-2.8% | $2,517+15.6% | $4,299-32.3% |
| Participant deferral / active EE | $9,871 | $4,809+105.3% | $4,155+137.6% | $6,507+51.7% |
| Admin fee / account holder | $107 | $8,563-98.8% | $7,231-98.5% | $12,624-99.2% |