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 | $171,409 | $198,466-13.6% | $170,442+0.6% | $147,584+16.1% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 17.98% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,580 | $6,184-58.3% | $5,433-52.5% | $4,876-47.1% |
| Participant deferral / active EE | $5,943 | $5,629+5.6% | $4,939+20.3% | $5,439+9.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |