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 | $207,531 | $153,311+35.4% | $109,313+89.9% | $273,961-24.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 15.76% | 29.86%-14.1pp | 22.07%-6.3pp | 41.45%-25.7pp |
| Employer contribution / active EE | $5,083 | $5,619-9.5% | $3,892+30.6% | $4,869+4.4% |
| Participant deferral / active EE | $11,437 | $3,932+190.9% | $3,166+261.2% | $5,287+116.3% |
| Admin fee / account holder | $19 | $8,076-99.8% | $5,666-99.7% | $10,132-99.8% |