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 | $217,624 | $159,602+36.4% | $150,045+45.0% | $142,382+52.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 24.55% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,662 | $4,961+14.1% | $4,693+20.6% | $4,299+31.7% |
| Participant deferral / active EE | $7,730 | $8,310-7.0% | $7,997-3.3% | $6,507+18.8% |
| Admin fee / account holder | $106 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |