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 | $209,172 | $159,602+31.1% | $150,045+39.4% | $142,382+46.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.18% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,579 | $4,961-68.2% | $4,693-66.4% | $4,299-63.3% |
| Participant deferral / active EE | $3,036 | $8,310-63.5% | $7,997-62.0% | $6,507-53.3% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |