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 | $218,077 | $202,318+7.8% | $172,739+26.2% | $152,861+42.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 24.66% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $8,368 | $5,856+42.9% | $5,143+62.7% | $4,762+75.7% |
| Participant deferral / active EE | $6,356 | $5,948+6.9% | $5,198+22.3% | $5,850+8.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |