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 | $233,273 | $179,726+29.8% | $156,263+49.3% | $142,382+63.8% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.9%+8.0pp | 80.1%+6.8pp |
| Annual return | 16.59% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,745 | $6,956-3.0% | $6,158+9.5% | $6,507+3.7% |
| Admin fee / account holder | $16 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |