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 | $196,257 | $114,381+71.6% | $107,525+82.5% | $142,382+37.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,989 | $4,015-25.5% | $3,754-20.4% | $4,299-30.5% |
| Participant deferral / active EE | $7,893 | $5,564+41.8% | $5,116+54.3% | $6,507+21.3% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |