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 | $247,252 | $202,318+22.2% | $172,739+43.1% | $152,861+61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.41% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,289 | $5,856-60.9% | $5,143-55.5% | $4,762-51.9% |
| Participant deferral / active EE | $7,801 | $5,948+31.1% | $5,198+50.1% | $5,850+33.3% |
| Admin fee / account holder | $194 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |