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 | $205,655 | $217,402-5.4% | $185,823+10.7% | $167,490+22.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $19,874 | $5,873+238.4% | $5,167+284.6% | $4,837+310.8% |
| Participant deferral / active EE | $13,863 | $6,356+118.1% | $5,568+149.0% | $6,341+118.6% |
| Admin fee / account holder | $88 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |