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 | $239,869 | $99,877+140.2% | $84,966+182.3% | $145,922+64.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 11.52% | 83.76%-72.2pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,276 | $3,231-29.6% | $2,727-16.5% | $4,660-51.2% |
| Participant deferral / active EE | $11,018 | $5,291+108.3% | $4,519+143.8% | $6,688+64.7% |
| Admin fee / account holder | $61 | $7,248-99.2% | $6,149-99.0% | $13,397-99.5% |