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 | $219,163 | $227,553-3.7% | $189,557+15.6% | $167,490+30.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.11% | 78.40%-59.3pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $6,864 | $5,316+29.1% | $4,412+55.6% | $4,837+41.9% |
| Participant deferral / active EE | $14,098 | $7,002+101.3% | $6,174+128.4% | $6,341+122.3% |
| Admin fee / account holder | $245 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |