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 | $222,296 | $168,632+31.8% | $147,614+50.6% | $125,391+77.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.18% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $10,006 | $6,252+60.0% | $5,564+79.8% | $4,866+105.6% |
| Participant deferral / active EE | $4,985 | $5,507-9.5% | $4,895+1.8% | $5,352-6.8% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |