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 | $211,975 | $165,984+27.7% | $164,813+28.6% | $145,922+45.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 20.38% | 100.03%-79.7pp | 69.93%-49.6pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,036 | $5,273-4.5% | $4,341+16.0% | $4,660+8.1% |
| Participant deferral / active EE | $14,152 | $6,959+103.4% | $6,031+134.6% | $6,688+111.6% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,690-99.9% | $13,397-99.9% |