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 | $210,778 | $202,318+4.2% | $172,739+22.0% | $152,861+37.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.56% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $18,172 | $5,856+210.3% | $5,143+253.3% | $4,762+281.6% |
| Participant deferral / active EE | $9,950 | $5,948+67.3% | $5,198+91.4% | $5,850+70.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |