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 | $228,836 | $165,984+37.9% | $164,813+38.8% | $145,922+56.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 11.77% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,250 | $5,273-38.4% | $4,341-25.1% | $4,660-30.2% |
| Participant deferral / active EE | $8,385 | $6,959+20.5% | $6,031+39.0% | $6,688+25.4% |
| Admin fee / account holder | $73 | $16,648-99.6% | $12,690-99.4% | $13,397-99.5% |