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 | $153,385 | $135,635+13.1% | $110,238+39.1% | $135,375+13.3% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 3.07% | 513.19%-510.1pp | 314.74%-311.7pp | 519.73%-516.7pp |
| Employer contribution / active EE | $7,803 | $4,906+59.0% | $3,826+103.9% | $4,779+63.3% |
| Participant deferral / active EE | $4,428 | $5,506-19.6% | $4,672-5.2% | $5,609-21.1% |
| Admin fee / account holder | $131 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |