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 | $204,569 | $197,591+3.5% | $177,821+15.0% | $158,922+28.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.22% | 58.76%-32.5pp | 48.32%-22.1pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,808 | $6,697-58.1% | $5,918-52.6% | $4,761-41.0% |
| Participant deferral / active EE | $7,186 | $8,405-14.5% | $7,714-6.9% | $5,982+20.1% |
| Admin fee / account holder | $170 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |