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 | $229,496 | $228,332+0.5% | $185,823+23.5% | $158,922+44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 42.16% | 40.80%+1.4pp | 35.95%+6.2pp | 302.83%-260.7pp |
| Employer contribution / active EE | $2,700 | $4,967-45.6% | $4,087-33.9% | $4,761-43.3% |
| Participant deferral / active EE | $16,900 | $6,415+163.5% | $5,632+200.1% | $5,982+182.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |