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 5-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 | $226,782 | $177,572+27.7% | $154,803+46.5% | $142,382+59.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,109 | $4,810+6.2% | $4,305+18.7% | $4,299+18.8% |
| Participant deferral / active EE | $9,128 | $6,272+45.5% | $5,540+64.7% | $6,507+40.3% |
| Admin fee / account holder | $101 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |