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 | $244,074 | $178,174+37.0% | $156,181+56.3% | $137,256+77.8% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 14.17% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,380 | $4,972-72.2% | $4,294-67.9% | $4,156-66.8% |
| Participant deferral / active EE | $6,844 | $6,888-0.6% | $6,132+11.6% | $6,407+6.8% |
| Admin fee / account holder | $278 | $17,404-98.4% | $14,586-98.1% | $12,270-97.7% |