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 | $242,915 | $114,381+112.4% | $107,525+125.9% | $142,382+70.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.54% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $13,909 | $4,015+246.4% | $3,754+270.6% | $4,299+223.5% |
| Participant deferral / active EE | $8,688 | $5,564+56.1% | $5,116+69.8% | $6,507+33.5% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |