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 | $207,996 | $159,602+30.3% | $150,045+38.6% | $142,382+46.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.71% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,134 | $4,961+23.7% | $4,693+30.7% | $4,299+42.7% |
| Participant deferral / active EE | $16,131 | $8,310+94.1% | $7,997+101.7% | $6,507+147.9% |
| Admin fee / account holder | $271 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |