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 | $216,636 | $226,064-4.2% | $182,532+18.7% | $152,861+41.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.97% | 192.51%-172.5pp | 148.54%-128.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,080 | $4,978-38.1% | $4,076-24.4% | $4,762-35.3% |
| Participant deferral / active EE | $13,105 | $6,368+105.8% | $5,524+137.2% | $5,850+124.0% |
| Admin fee / account holder | $113 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |