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 | $191,531 | $123,793+54.7% | $177,821+7.7% | $79,858+139.8% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 20.81% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $26,829 | $4,095+555.1% | $5,918+353.3% | $2,471+985.8% |
| Participant deferral / active EE | $12,073 | $5,956+102.7% | $7,714+56.5% | $3,740+222.8% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |