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 | $182,829 | $179,726+1.7% | $156,263+17.0% | $142,382+28.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 18.06% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $11,811 | $5,069+133.0% | $4,333+172.6% | $4,299+174.7% |
| Participant deferral / active EE | $7,805 | $6,956+12.2% | $6,158+26.7% | $6,507+19.9% |
| Admin fee / account holder | $212 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |