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 | $218,301 | $109,327+99.7% | $89,391+144.2% | $158,922+37.4% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 10.27% | 345.68%-335.4pp | 245.62%-235.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $12,982 | $3,170+309.6% | $2,586+402.1% | $4,761+172.7% |
| Participant deferral / active EE | $9,243 | $4,598+101.0% | $3,890+137.6% | $5,982+54.5% |
| Admin fee / account holder | $145 | $6,153-97.6% | $4,881-97.0% | $11,246-98.7% |