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 | $243,651 | $159,602+52.7% | $150,045+62.4% | $142,382+71.1% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 16.42% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,859 | $4,961+98.7% | $4,693+110.1% | $4,299+129.3% |
| Participant deferral / active EE | $12,818 | $8,310+54.2% | $7,997+60.3% | $6,507+97.0% |
| Admin fee / account holder | $201 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |