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 | $214,727 | $100,754+113.1% | $86,677+147.7% | $134,475+59.7% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -14.46% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,947 | $3,489-15.5% | $2,836+3.9% | $4,740-37.8% |
| Participant deferral / active EE | $8,615 | $5,338+61.4% | $4,656+85.0% | $6,400+34.6% |
| Admin fee / account holder | $64 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |