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 | $197,510 | $198,466-0.5% | $170,442+15.9% | $147,584+33.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.26% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $14,504 | $6,184+134.6% | $5,433+167.0% | $4,876+197.4% |
| Participant deferral / active EE | $9,650 | $5,629+71.4% | $4,939+95.4% | $5,439+77.4% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |