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 | $233,284 | $177,572+31.4% | $154,803+50.7% | $142,382+63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $16,861 | $4,810+250.5% | $4,305+291.6% | $4,299+292.2% |
| Participant deferral / active EE | $4,850 | $6,272-22.7% | $5,540-12.5% | $6,507-25.5% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |