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 | $205,848 | $197,591+4.2% | $177,821+15.8% | $158,922+29.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 21.48% | 58.76%-37.3pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $11,600 | $6,697+73.2% | $5,918+96.0% | $4,761+143.6% |
| Participant deferral / active EE | $7,310 | $8,405-13.0% | $7,714-5.2% | $5,982+22.2% |
| Admin fee / account holder | $61 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |