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 | $211,922 | $209,411+1.2% | $178,490+18.7% | $158,922+33.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.70% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $13,643 | $5,706+139.1% | $5,011+172.3% | $4,761+186.6% |
| Participant deferral / active EE | $6,389 | $5,954+7.3% | $5,202+22.8% | $5,982+6.8% |
| Admin fee / account holder | $31 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |