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 | $224,419 | $197,591+13.6% | $177,821+26.2% | $158,922+41.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.82% | 58.76%-32.9pp | 48.32%-22.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $14,966 | $6,697+123.5% | $5,918+152.9% | $4,761+214.3% |
| Participant deferral / active EE | $7,318 | $8,405-12.9% | $7,714-5.1% | $5,982+22.3% |
| Admin fee / account holder | $39 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |