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 9-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 | $240,857 | $183,963+30.9% | $162,163+48.5% | $152,861+57.6% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 21.78% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,576 | $6,371-28.2% | $5,614-18.5% | $4,762-3.9% |
| Participant deferral / active EE | $12,385 | $8,034+54.2% | $7,298+69.7% | $5,850+111.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |