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 | $203,120 | $177,572+14.4% | $154,803+31.2% | $142,382+42.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.01% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $6,542 | $4,810+36.0% | $4,305+51.9% | $4,299+52.2% |
| Participant deferral / active EE | $14,133 | $6,272+125.3% | $5,540+155.1% | $6,507+117.2% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |