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 | $209,456 | $159,602+31.2% | $150,045+39.6% | $142,382+47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.96% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,284 | $4,961-74.1% | $4,693-72.6% | $4,299-70.1% |
| Participant deferral / active EE | $5,763 | $8,310-30.7% | $7,997-27.9% | $6,507-11.4% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |