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 | $241,083 | $159,602+51.1% | $150,045+60.7% | $142,382+69.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.59% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,179 | $4,961-15.8% | $4,693-11.0% | $4,299-2.8% |
| Participant deferral / active EE | $11,775 | $8,310+41.7% | $7,997+47.2% | $6,507+81.0% |
| Admin fee / account holder | $156 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |