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 | $175,131 | $198,466-11.8% | $170,442+2.8% | $147,584+18.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $8,788 | $6,184+42.1% | $5,433+61.8% | $4,876+80.2% |
| Participant deferral / active EE | $3,870 | $5,629-31.3% | $4,939-21.7% | $5,439-28.8% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |