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 | $248,912 | $209,411+18.9% | $178,490+39.5% | $158,922+56.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.23% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,365 | $5,706-58.6% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $10,343 | $5,954+73.7% | $5,202+98.8% | $5,982+72.9% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |