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 | $244,548 | $177,572+37.7% | $154,803+58.0% | $142,382+71.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $14,313 | $4,810+197.5% | $4,305+232.4% | $4,299+232.9% |
| Participant deferral / active EE | $9,100 | $6,272+45.1% | $5,540+64.2% | $6,507+39.8% |
| Admin fee / account holder | $208 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |