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 | $214,154 | $183,963+16.4% | $162,163+32.1% | $152,861+40.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 27.75% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $11,212 | $6,371+76.0% | $5,614+99.7% | $4,762+135.4% |
| Participant deferral / active EE | $5,078 | $8,034-36.8% | $7,298-30.4% | $5,850-13.2% |
| Admin fee / account holder | $33 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |