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 | $212,930 | $176,056+20.9% | $159,436+33.6% | $167,490+27.1% |
| Participation rate | 79.2% | 84.9%-5.8pp | 82.8%-3.7pp | 82.1%-2.9pp |
| Annual return | 14.65% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,063 | $5,297-79.9% | $4,829-78.0% | $4,837-78.0% |
| Participant deferral / active EE | $7,689 | $7,750-0.8% | $7,352+4.6% | $6,341+21.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |