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 | $235,217 | $162,781+44.5% | $133,956+75.6% | $158,922+48.0% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 19.21% | 41.94%-22.7pp | 45.09%-25.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,611 | $4,975-47.5% | $3,919-33.4% | $4,761-45.2% |
| Participant deferral / active EE | $5,205 | $5,911-11.9% | $5,048+3.1% | $5,982-13.0% |
| Admin fee / account holder | $297 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |