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 5-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 | $233,986 | $176,056+32.9% | $159,436+46.8% | $167,490+39.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,032 | $5,297-5.0% | $4,829+4.2% | $4,837+4.0% |
| Participant deferral / active EE | $14,732 | $7,750+90.1% | $7,352+100.4% | $6,341+132.3% |
| Admin fee / account holder | $114 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |