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 | $216,247 | $198,466+9.0% | $170,442+26.9% | $147,584+46.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 19.11% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,457 | $6,184-60.3% | $5,433-54.8% | $4,876-49.6% |
| Participant deferral / active EE | $9,449 | $5,629+67.8% | $4,939+91.3% | $5,439+73.7% |
| Admin fee / account holder | $37 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |