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 | $217,059 | $209,411+3.7% | $178,490+21.6% | $158,922+36.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $25,815 | $5,706+352.4% | $5,011+415.2% | $4,761+442.2% |
| Participant deferral / active EE | $18,341 | $5,954+208.0% | $5,202+252.6% | $5,982+206.6% |
| Admin fee / account holder | $197 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |