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 | $202,005 | $226,064-10.6% | $182,532+10.7% | $152,861+32.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.98% | 192.51%-169.5pp | 148.54%-125.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $7,216 | $4,978+44.9% | $4,076+77.0% | $4,762+51.5% |
| Participant deferral / active EE | $8,354 | $6,368+31.2% | $5,524+51.2% | $5,850+42.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |