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 | $243,938 | $65,409+272.9% | $98,442+147.8% | $85,850+184.1% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 25.19% | 21.76%+3.4pp | 1492.73%-1467.5pp | 318.53%-293.3pp |
| Employer contribution / active EE | $1,691 | $2,168-22.0% | $2,960-42.9% | $2,565-34.1% |
| Participant deferral / active EE | $5,423 | $3,166+71.3% | $4,276+26.8% | $3,952+37.2% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |