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 | $219,592 | $210,648+4.2% | $177,989+23.4% | $145,922+50.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.58% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $12,888 | $4,565+182.3% | $3,949+226.4% | $4,660+176.6% |
| Participant deferral / active EE | $8,377 | $6,958+20.4% | $6,276+33.5% | $6,688+25.3% |
| Admin fee / account holder | $18 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |