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 | $248,678 | $159,602+55.8% | $150,045+65.7% | $142,382+74.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.16% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,757 | $4,961-64.6% | $4,693-62.6% | $4,299-59.1% |
| Participant deferral / active EE | $6,792 | $8,310-18.3% | $7,997-15.1% | $6,507+4.4% |
| Admin fee / account holder | $266 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |