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 | $209,346 | $198,466+5.5% | $170,442+22.8% | $147,584+41.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.94% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $10,536 | $6,184+70.4% | $5,433+93.9% | $4,876+116.1% |
| Participant deferral / active EE | $6,724 | $5,629+19.4% | $4,939+36.1% | $5,439+23.6% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |