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 | $240,979 | $209,336+15.1% | $197,124+22.2% | $137,256+75.6% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 18.82% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $10,322 | $6,591+56.6% | $6,227+65.7% | $4,156+148.4% |
| Participant deferral / active EE | $22,510 | $9,614+134.1% | $9,135+146.4% | $6,407+251.4% |
| Admin fee / account holder | $6 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |