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 | $215,574 | $202,318+6.6% | $172,739+24.8% | $152,861+41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.50% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,697 | $5,856-71.0% | $5,143-67.0% | $4,762-64.4% |
| Participant deferral / active EE | $9,550 | $5,948+60.6% | $5,198+83.7% | $5,850+63.2% |
| Admin fee / account holder | $80 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |