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 | $221,784 | $135,952+63.1% | $123,892+79.0% | $273,961-19.0% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 6.51% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $16,287 | $5,170+215.1% | $4,617+252.8% | $4,869+234.5% |
| Participant deferral / active EE | $10,699 | $6,343+68.7% | $5,984+78.8% | $5,287+102.4% |
| Admin fee / account holder | $99 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |