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 | $221,426 | $198,466+11.6% | $170,442+29.9% | $147,584+50.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.67% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,282 | $6,184-30.8% | $5,433-21.2% | $4,876-12.2% |
| Participant deferral / active EE | $6,975 | $5,629+23.9% | $4,939+41.2% | $5,439+28.2% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |