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 | $204,858 | $159,934+28.1% | $147,005+39.4% | $145,959+40.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 25.35% | 98.24%-72.9pp | 418.76%-393.4pp | 561.95%-536.6pp |
| Employer contribution / active EE | $11,331 | $5,287+114.3% | $4,934+129.6% | $4,661+143.1% |
| Participant deferral / active EE | $3,538 | $8,427-58.0% | $8,070-56.2% | $6,689-47.1% |
| Admin fee / account holder | $54 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |