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 | $210,615 | $183,963+14.5% | $162,163+29.9% | $152,861+37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.52% | 150.76%-132.2pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,536 | $6,371-28.8% | $5,614-19.2% | $4,762-4.7% |
| Participant deferral / active EE | $12,379 | $8,034+54.1% | $7,298+69.6% | $5,850+111.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |