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 | $202,766 | $198,466+2.2% | $170,442+19.0% | $147,584+37.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.83% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $10,134 | $6,184+63.9% | $5,433+86.5% | $4,876+107.8% |
| Participant deferral / active EE | $10,022 | $5,629+78.0% | $4,939+102.9% | $5,439+84.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |