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 | $220,398 | $209,411+5.2% | $178,490+23.5% | $158,922+38.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.99% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $4,227 | $5,706-25.9% | $5,011-15.6% | $4,761-11.2% |
| Participant deferral / active EE | $7,569 | $5,954+27.1% | $5,202+45.5% | $5,982+26.5% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |