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 | $212,894 | $201,272+5.8% | $184,203+15.6% | $145,922+45.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.93% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,547 | $7,022-35.2% | $6,427-29.2% | $4,660-2.4% |
| Participant deferral / active EE | $13,170 | $9,806+34.3% | $9,131+44.2% | $6,688+96.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |