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 | $235,696 | $209,411+12.6% | $178,490+32.1% | $158,922+48.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.48% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $7,261 | $5,706+27.2% | $5,011+44.9% | $4,761+52.5% |
| Participant deferral / active EE | $3,633 | $5,954-39.0% | $5,202-30.2% | $5,982-39.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |