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 | $234,747 | $172,111+36.4% | $150,298+56.2% | $137,256+71.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.19% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,815 | $4,636-17.7% | $4,154-8.2% | $4,156-8.2% |
| Participant deferral / active EE | $12,480 | $6,166+102.4% | $5,453+128.9% | $6,407+94.8% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |