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 | $246,029 | $238,490+3.2% | $180,183+36.5% | $142,382+72.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.81% | 33.56%-13.7pp | 27.86%-8.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,741 | $6,143-22.8% | $5,039-5.9% | $4,299+10.3% |
| Participant deferral / active EE | $11,387 | $7,996+42.4% | $6,822+66.9% | $6,507+75.0% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |