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 | $245,617 | $202,318+21.4% | $172,739+42.2% | $152,861+60.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 19.96% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,089 | $5,856+72.3% | $5,143+96.2% | $4,762+111.8% |
| Participant deferral / active EE | $8,685 | $5,948+46.0% | $5,198+67.1% | $5,850+48.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |