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 | $203,973 | $118,680+71.9% | $98,907+106.2% | $158,922+28.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 17.94% | 372.35%-354.4pp | 196.43%-178.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,139 | $3,333-5.8% | $2,689+16.7% | $4,761-34.1% |
| Participant deferral / active EE | $10,221 | $5,088+100.9% | $4,244+140.8% | $5,982+70.9% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |