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 | $192,455 | $198,466-3.0% | $170,442+12.9% | $147,584+30.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.29% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $10,409 | $6,184+68.3% | $5,433+91.6% | $4,876+113.5% |
| Participant deferral / active EE | $4,035 | $5,629-28.3% | $4,939-18.3% | $5,439-25.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |