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 | $229,367 | $183,519+25.0% | $155,509+47.5% | $145,922+57.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 21.96% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,593 | $5,313-70.0% | $4,672-65.9% | $4,660-65.8% |
| Participant deferral / active EE | $5,406 | $6,462-16.3% | $5,626-3.9% | $6,688-19.2% |
| Admin fee / account holder | $14 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |