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 | $228,842 | $138,044+65.8% | $125,339+82.6% | $134,475+70.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.39% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $19,630 | $5,243+274.4% | $4,814+307.8% | $4,740+314.2% |
| Participant deferral / active EE | $16,143 | $7,799+107.0% | $7,446+116.8% | $6,400+152.2% |
| Admin fee / account holder | $4 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |