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 | $215,686 | $102,317+110.8% | $146,958+46.8% | $80,856+166.8% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 16.72% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,530 | $3,713-4.9% | $4,933-28.4% | $2,755+28.1% |
| Participant deferral / active EE | $6,364 | $6,644-4.2% | $8,070-21.1% | $4,296+48.1% |
| Admin fee / account holder | $85 | $7,941-98.9% | $12,998-99.3% | $6,918-98.8% |