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 | $235,830 | $165,335+42.6% | $149,696+57.5% | $158,922+48.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 32.81% | 348.15%-315.3pp | 276.60%-243.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $8,745 | $5,103+71.4% | $4,644+88.3% | $4,761+83.7% |
| Participant deferral / active EE | $5,536 | $7,181-22.9% | $6,842-19.1% | $5,982-7.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |