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 | $236,048 | $202,318+16.7% | $172,739+36.7% | $152,861+54.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.60% | 1029.65%-1005.1pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,415 | $5,856-41.7% | $5,143-33.6% | $4,762-28.3% |
| Participant deferral / active EE | $8,288 | $5,948+39.3% | $5,198+59.5% | $5,850+41.7% |
| Admin fee / account holder | $281 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |