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 | $210,047 | $209,411+0.3% | $178,490+17.7% | $158,922+32.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.14% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $7,761 | $5,706+36.0% | $5,011+54.9% | $4,761+63.0% |
| Participant deferral / active EE | $6,326 | $5,954+6.2% | $5,202+21.6% | $5,982+5.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |