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 | $207,983 | $185,822+11.9% | $169,993+22.3% | $139,434+49.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.96% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,724 | $7,590-64.1% | $6,785-59.9% | $4,751-42.7% |
| Participant deferral / active EE | $4,654 | $11,622-60.0% | $10,408-55.3% | $6,710-30.6% |
| Admin fee / account holder | $124 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |