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 | $202,749 | $202,318+0.2% | $172,739+17.4% | $152,861+32.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 21.25% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,361 | $5,856-76.8% | $5,143-73.5% | $4,762-71.4% |
| Participant deferral / active EE | $2,486 | $5,948-58.2% | $5,198-52.2% | $5,850-57.5% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |