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 | $240,068 | $214,378+12.0% | $200,582+19.7% | $142,382+68.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 51.19% | 46.41%+4.8pp | 42.33%+8.9pp | 217.08%-165.9pp |
| Employer contribution / active EE | $19,166 | $6,841+180.2% | $6,419+198.6% | $4,299+345.8% |
| Participant deferral / active EE | $10,241 | $9,865+3.8% | $9,331+9.8% | $6,507+57.4% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |