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 | $240,771 | $209,336+15.0% | $197,124+22.1% | $137,256+75.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.03% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $33,034 | $6,591+401.2% | $6,227+430.5% | $4,156+694.8% |
| Participant deferral / active EE | $18,356 | $9,614+90.9% | $9,135+100.9% | $6,407+186.5% |
| Admin fee / account holder | $11 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |