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 | $215,887 | $209,411+3.1% | $178,490+21.0% | $158,922+35.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,771 | $5,706+1.1% | $5,011+15.2% | $4,761+21.2% |
| Participant deferral / active EE | $6,523 | $5,954+9.5% | $5,202+25.4% | $5,982+9.0% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |