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 | $215,801 | $197,591+9.2% | $177,821+21.4% | $158,922+35.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.39% | 58.76%-35.4pp | 48.32%-24.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $19,958 | $6,697+198.0% | $5,918+237.2% | $4,761+319.2% |
| Participant deferral / active EE | $18,161 | $8,405+116.1% | $7,714+135.4% | $5,982+203.6% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |