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 | $229,269 | $198,466+15.5% | $170,442+34.5% | $147,584+55.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.24% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $7,736 | $6,184+25.1% | $5,433+42.4% | $4,876+58.6% |
| Participant deferral / active EE | $12,194 | $5,629+116.6% | $4,939+146.9% | $5,439+124.2% |
| Admin fee / account holder | $215 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |