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 | $187,245 | $163,101+14.8% | $136,749+36.9% | $142,382+31.5% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 13.28% | 27.54%-14.3pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,502 | $4,117+130.8% | $3,400+179.5% | $4,299+121.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $124 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |