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 | $227,081 | $176,056+29.0% | $159,436+42.4% | $167,490+35.6% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 13.99% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $10,915 | $5,297+106.1% | $4,829+126.0% | $4,837+125.6% |
| Participant deferral / active EE | $16,103 | $7,750+107.8% | $7,352+119.0% | $6,341+153.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |