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 | $212,146 | $158,398+33.9% | $126,539+67.7% | $142,382+49.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 18.15% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,033 | $4,650-13.3% | $3,674+9.8% | $4,299-6.2% |
| Participant deferral / active EE | $10,838 | $4,767+127.4% | $4,083+165.5% | $6,507+66.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |