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 | $238,764 | $198,466+20.3% | $170,442+40.1% | $147,584+61.8% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.10% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $8,795 | $6,184+42.2% | $5,433+61.9% | $4,876+80.4% |
| Participant deferral / active EE | $7,844 | $5,629+39.3% | $4,939+58.8% | $5,439+44.2% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |