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 | $183,447 | $175,202+4.7% | $149,673+22.6% | $139,434+31.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $14,188 | $5,474+159.2% | $4,818+194.5% | $4,751+198.6% |
| Participant deferral / active EE | $8,720 | $6,519+33.8% | $5,680+53.5% | $6,710+30.0% |
| Admin fee / account holder | $127 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |