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 | $238,636 | $210,408+13.4% | $153,485+55.5% | $145,922+63.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.21% | 13.37%+1.8pp | 15.65%-0.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $7,515 | $6,048+24.3% | $5,039+49.1% | $4,660+61.3% |
| Participant deferral / active EE | $12,437 | $7,975+55.9% | $6,757+84.1% | $6,688+86.0% |
| Admin fee / account holder | $73 | $19,419-99.6% | $12,724-99.4% | $13,397-99.5% |