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 | $208,414 | $106,515+95.7% | $96,683+115.6% | $139,434+49.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.85% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,961 | $4,103-27.8% | $3,737-20.8% | $4,751-37.7% |
| Participant deferral / active EE | $6,168 | $5,454+13.1% | $4,878+26.4% | $6,710-8.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |