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 | $205,447 | $198,466+3.5% | $170,442+20.5% | $147,584+39.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.02% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,202 | $6,184-48.2% | $5,433-41.1% | $4,876-34.3% |
| Participant deferral / active EE | $7,097 | $5,629+26.1% | $4,939+43.7% | $5,439+30.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |