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 | $220,257 | $217,402+1.3% | $185,823+18.5% | $167,490+31.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.96% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,624 | $5,873-38.3% | $5,167-29.9% | $4,837-25.1% |
| Participant deferral / active EE | $8,278 | $6,356+30.2% | $5,568+48.7% | $6,341+30.5% |
| Admin fee / account holder | $105 | $19,811-99.5% | $16,237-99.4% | $12,309-99.1% |