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 | $205,262 | $214,378-4.3% | $200,582+2.3% | $142,382+44.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.91% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,212 | $6,841-9.2% | $6,419-3.2% | $4,299+44.5% |
| Participant deferral / active EE | $14,334 | $9,865+45.3% | $9,331+53.6% | $6,507+120.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |