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 | $214,378+12.4% | $200,582+20.1% | $142,382+69.2% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 18.82% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $10,322 | $6,841+50.9% | $6,419+60.8% | $4,299+140.1% |
| Participant deferral / active EE | $22,510 | $9,865+128.2% | $9,331+141.2% | $6,507+245.9% |
| Admin fee / account holder | $6 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |