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 | $233,196 | $197,591+18.0% | $177,821+31.1% | $158,922+46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.73% | 58.76%-23.0pp | 48.32%-12.6pp | 302.83%-267.1pp |
| Employer contribution / active EE | $19,774 | $6,697+195.3% | $5,918+234.1% | $4,761+315.3% |
| Participant deferral / active EE | $8,250 | $8,405-1.8% | $7,714+6.9% | $5,982+37.9% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |