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 | $230,491 | $202,318+13.9% | $172,739+33.4% | $152,861+50.8% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 17.59% | 1029.65%-1012.1pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $9,425 | $5,856+60.9% | $5,143+83.3% | $4,762+97.9% |
| Participant deferral / active EE | $7,084 | $5,948+19.1% | $5,198+36.3% | $5,850+21.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |