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 | $236,548 | $185,822+27.3% | $169,993+39.2% | $139,434+69.6% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 17.74% | 60.50%-42.8pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,019 | $7,590-20.7% | $6,785-11.3% | $4,751+26.7% |
| Participant deferral / active EE | $15,921 | $11,622+37.0% | $10,408+53.0% | $6,710+137.3% |
| Admin fee / account holder | $284 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |