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 | $236,380 | $198,466+19.1% | $170,442+38.7% | $147,584+60.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.00% | 257.29%-223.3pp | 205.93%-171.9pp | 578.55%-544.6pp |
| Employer contribution / active EE | $5,400 | $6,184-12.7% | $5,433-0.6% | $4,876+10.7% |
| Participant deferral / active EE | $17,891 | $5,629+217.8% | $4,939+262.2% | $5,439+229.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |