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 | $244,672 | $111,754+118.9% | $103,333+136.8% | $145,922+67.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 19.85% | 24.77%-4.9pp | 24.88%-5.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,485 | $4,212-41.0% | $3,868-35.7% | $4,660-46.7% |
| Participant deferral / active EE | $10,140 | $5,619+80.5% | $5,057+100.5% | $6,688+51.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |