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 | $204,303 | $226,064-9.6% | $182,532+11.9% | $152,861+33.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.81% | 192.51%-167.7pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $23,027 | $4,978+362.5% | $4,076+464.9% | $4,762+383.5% |
| Participant deferral / active EE | $16,350 | $6,368+156.8% | $5,524+196.0% | $5,850+179.5% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |