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 | $192,016 | $177,572+8.1% | $154,803+24.0% | $142,382+34.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.05% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,462 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $7,027 | $6,272+12.1% | $5,540+26.8% | $6,507+8.0% |
| Admin fee / account holder | $72 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |