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 | $206,400 | $198,466+4.0% | $170,442+21.1% | $147,584+39.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.07% | 257.29%-244.2pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,695 | $6,184-72.6% | $5,433-68.8% | $4,876-65.2% |
| Participant deferral / active EE | $4,926 | $5,629-12.5% | $4,939-0.3% | $5,439-9.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |