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 | $223,303 | $197,591+13.0% | $177,821+25.6% | $158,922+40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.80% | 58.76%-32.0pp | 48.32%-21.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $17,675 | $6,697+163.9% | $5,918+198.6% | $4,761+271.2% |
| Participant deferral / active EE | $14,043 | $8,405+67.1% | $7,714+82.0% | $5,982+134.8% |
| Admin fee / account holder | $60 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |