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 | $241,018 | $183,963+31.0% | $162,163+48.6% | $152,861+57.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 28.48% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,884 | $6,371-54.7% | $5,614-48.6% | $4,762-39.4% |
| Participant deferral / active EE | $11,146 | $8,034+38.7% | $7,298+52.7% | $5,850+90.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |