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 | $204,085 | $185,822+9.8% | $169,993+20.1% | $139,434+46.4% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 34.53% | 60.50%-26.0pp | 53.37%-18.8pp | 372.94%-338.4pp |
| Employer contribution / active EE | $3,920 | $7,590-48.4% | $6,785-42.2% | $4,751-17.5% |
| Participant deferral / active EE | $8,435 | $11,622-27.4% | $10,408-19.0% | $6,710+25.7% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |