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 | $200,570 | $162,781+23.2% | $133,956+49.7% | $158,922+26.2% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 13.41% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,643 | $4,975-46.9% | $3,919-32.6% | $4,761-44.5% |
| Participant deferral / active EE | $5,012 | $5,911-15.2% | $5,048-0.7% | $5,982-16.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |