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 | $219,897 | $107,934+103.7% | $91,989+139.0% | $152,861+43.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 26.80% | 89.24%-62.4pp | 69.02%-42.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,362 | $4,210-67.7% | $3,452-60.6% | $4,762-71.4% |
| Participant deferral / active EE | $6,775 | $6,364+6.4% | $5,923+14.4% | $5,850+15.8% |
| Admin fee / account holder | $17 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |