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 | $186,333 | $198,466-6.1% | $170,442+9.3% | $147,584+26.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $12,259 | $6,184+98.3% | $5,433+125.7% | $4,876+151.4% |
| Participant deferral / active EE | $6,950 | $5,629+23.5% | $4,939+40.7% | $5,439+27.8% |
| Admin fee / account holder | $126 | $16,852-99.3% | $13,880-99.1% | $10,885-98.8% |