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 | $199,068 | $176,056+13.1% | $159,436+24.9% | $167,490+18.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.52% | 331.75%-304.2pp | 263.57%-236.1pp | 478.56%-451.0pp |
| Employer contribution / active EE | $15,481 | $5,297+192.3% | $4,829+220.6% | $4,837+220.0% |
| Participant deferral / active EE | $12,132 | $7,750+56.5% | $7,352+65.0% | $6,341+91.3% |
| Admin fee / account holder | $24 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |