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 | $108,106 | $217,402-50.3% | $185,823-41.8% | $167,490-35.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.68% | 148.36%-127.7pp | 122.05%-101.4pp | 478.56%-457.9pp |
| Employer contribution / active EE | $6,103 | $5,873+3.9% | $5,167+18.1% | $4,837+26.2% |
| Participant deferral / active EE | $7,700 | $6,356+21.1% | $5,568+38.3% | $6,341+21.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |