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 | $236,335 | $116,175+103.4% | $93,606+152.5% | $152,861+54.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 98.61% | 35.96%+62.6pp | 32.76%+65.9pp | 345.32%-246.7pp |
| Employer contribution / active EE | $2,340 | $3,218-27.3% | $2,718-13.9% | $4,762-50.9% |
| Participant deferral / active EE | $5,140 | $4,603+11.7% | $4,069+26.3% | $5,850-12.1% |
| Admin fee / account holder | $74 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |