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 | $174,576 | $172,111+1.4% | $150,298+16.2% | $137,256+27.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $10,919 | $4,636+135.5% | $4,154+162.8% | $4,156+162.7% |
| Participant deferral / active EE | $6,747 | $6,166+9.4% | $5,453+23.7% | $6,407+5.3% |
| Admin fee / account holder | $159 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |