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 | $187,950 | $183,963+2.2% | $162,163+15.9% | $152,861+23.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.34% | 150.76%-119.4pp | 115.59%-84.3pp | 345.32%-314.0pp |
| Employer contribution / active EE | $8,937 | $6,371+40.3% | $5,614+59.2% | $4,762+87.7% |
| Participant deferral / active EE | $16,733 | $8,034+108.3% | $7,298+129.3% | $5,850+186.0% |
| Admin fee / account holder | $137 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |