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 | $196,093 | $201,272-2.6% | $184,203+6.5% | $145,922+34.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.00% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $21,382 | $7,022+204.5% | $6,427+232.7% | $4,660+358.9% |
| Participant deferral / active EE | $22,788 | $9,806+132.4% | $9,131+149.6% | $6,688+240.7% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |