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 | $215,723 | $176,377+22.3% | $134,143+60.8% | $158,922+35.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.58% | 63.63%-38.1pp | 36.33%-10.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $6,736 | $5,040+33.6% | $3,704+81.9% | $4,761+41.5% |
| Participant deferral / active EE | $14,222 | $4,091+247.6% | $3,499+306.5% | $5,982+137.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |