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 | $119,004 | $198,466-40.0% | $170,442-30.2% | $147,584-19.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 9.80% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $7,858 | $6,184+27.1% | $5,433+44.6% | $4,876+61.1% |
| Participant deferral / active EE | $6,308 | $5,629+12.1% | $4,939+27.7% | $5,439+16.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |