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 | $237,811 | $198,466+19.8% | $170,442+39.5% | $147,584+61.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.35% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $14,870 | $6,184+140.5% | $5,433+173.7% | $4,876+204.9% |
| Participant deferral / active EE | $8,922 | $5,629+58.5% | $4,939+80.6% | $5,439+64.0% |
| Admin fee / account holder | $98 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |