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 | $231,507 | $209,411+10.6% | $178,490+29.7% | $158,922+45.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.98% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $8,251 | $5,706+44.6% | $5,011+64.7% | $4,761+73.3% |
| Participant deferral / active EE | $7,011 | $5,954+17.7% | $5,202+34.8% | $5,982+17.2% |
| Admin fee / account holder | $158 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |