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 | $218,484 | $209,411+4.3% | $178,490+22.4% | $158,922+37.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.07% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $10,747 | $5,706+88.3% | $5,011+114.5% | $4,761+125.7% |
| Participant deferral / active EE | $10,157 | $5,954+70.6% | $5,202+95.3% | $5,982+69.8% |
| Admin fee / account holder | $290 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |