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 | $216,646 | $210,408+3.0% | $153,485+41.2% | $145,922+48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.62% | 13.37%+0.2pp | 15.65%-2.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,084 | $6,048+50.2% | $5,039+80.3% | $4,660+95.0% |
| Participant deferral / active EE | $15,731 | $7,975+97.2% | $6,757+132.8% | $6,688+135.2% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |