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 | $197,245 | $202,318-2.5% | $172,739+14.2% | $152,861+29.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.00% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $10,281 | $5,856+75.6% | $5,143+99.9% | $4,762+115.9% |
| Participant deferral / active EE | $7,192 | $5,948+20.9% | $5,198+38.4% | $5,850+22.9% |
| Admin fee / account holder | $68 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |