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 | $179,960 | $175,202+2.7% | $149,673+20.2% | $139,434+29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.99% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,667 | $5,474-51.3% | $4,818-44.6% | $4,751-43.9% |
| Participant deferral / active EE | $8,667 | $6,519+33.0% | $5,680+52.6% | $6,710+29.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |