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 | $204,477 | $150,440+35.9% | $136,294+50.0% | $147,584+38.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.79% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $12,343 | $5,256+134.8% | $4,695+162.9% | $4,876+153.1% |
| Participant deferral / active EE | $2,278 | $6,630-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $53 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |