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 | $212,890 | $165,335+28.8% | $149,696+42.2% | $158,922+34.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.78% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,530 | $5,103-30.8% | $4,644-24.0% | $4,761-25.9% |
| Participant deferral / active EE | $13,957 | $7,181+94.4% | $6,842+104.0% | $5,982+133.3% |
| Admin fee / account holder | $99 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |