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 | $243,547 | $177,572+37.2% | $154,803+57.3% | $142,382+71.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 30.20% | 65.07%-34.9pp | 58.88%-28.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $1,585 | $4,810-67.0% | $4,305-63.2% | $4,299-63.1% |
| Participant deferral / active EE | $12,679 | $6,272+102.2% | $5,540+128.8% | $6,507+94.8% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |