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 | $210,395 | $153,772+36.8% | $133,980+57.0% | $273,961-23.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 17.32% | 36.51%-19.2pp | 29.30%-12.0pp | 41.45%-24.1pp |
| Employer contribution / active EE | $17,378 | $6,029+188.3% | $5,211+233.5% | $4,869+256.9% |
| Participant deferral / active EE | $12,503 | $6,958+79.7% | $6,282+99.0% | $5,287+136.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |