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 | $200,723 | $106,584+88.3% | $101,326+98.1% | $142,382+41.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 81.5%-4.6pp | 80.1%-3.2pp |
| Annual return | 21.00% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,712 | $3,956-31.4% | $3,665-26.0% | $4,299-36.9% |
| Participant deferral / active EE | $8,229 | $8,297-0.8% | $7,994+2.9% | $6,507+26.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |