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 | $237,892 | $165,335+43.9% | $149,696+58.9% | $158,922+49.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.30% | 348.15%-325.9pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $9,837 | $5,103+92.8% | $4,644+111.8% | $4,761+106.6% |
| Participant deferral / active EE | $9,859 | $7,181+37.3% | $6,842+44.1% | $5,982+64.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |