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 | $110,496 | $201,272-45.1% | $184,203-40.0% | $145,922-24.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 13.91% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,796 | $7,022+39.5% | $6,427+52.4% | $4,660+110.2% |
| Participant deferral / active EE | $11,231 | $9,806+14.5% | $9,131+23.0% | $6,688+67.9% |
| Admin fee / account holder | $63 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |