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 | $239,353 | $197,591+21.1% | $177,821+34.6% | $158,922+50.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.87% | 58.76%-29.9pp | 48.32%-19.4pp | 302.83%-274.0pp |
| Employer contribution / active EE | $9,787 | $6,697+46.1% | $5,918+65.4% | $4,761+105.6% |
| Participant deferral / active EE | $9,332 | $8,405+11.0% | $7,714+21.0% | $5,982+56.0% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |