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 | $193,053 | $115,770+66.8% | $101,248+90.7% | $158,922+21.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.20% | 56.14%-41.9pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $11,523 | $4,175+176.0% | $3,660+214.9% | $4,761+142.0% |
| Participant deferral / active EE | $4,862 | $4,957-1.9% | $4,370+11.3% | $5,982-18.7% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |