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 | $223,542 | $149,734+49.3% | $118,925+88.0% | $158,922+40.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 75.4%+19.4pp | 82.0%+12.8pp |
| Annual return | 22.21% | 19.95%+2.3pp | 35.88%-13.7pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,713 | $4,115+14.5% | $3,263+44.5% | $4,761-1.0% |
| Participant deferral / active EE | $3,245 | $5,223-37.9% | $4,265-23.9% | $5,982-45.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |