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 | $191,158 | $198,466-3.7% | $170,442+12.2% | $147,584+29.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.51% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $15,111 | $6,184+144.4% | $5,433+178.2% | $4,876+209.9% |
| Participant deferral / active EE | $15,111 | $5,629+168.4% | $4,939+205.9% | $5,439+177.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |