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 | $201,795 | $217,402-7.2% | $185,823+8.6% | $167,490+20.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.53% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $10,367 | $5,873+76.5% | $5,167+100.6% | $4,837+114.3% |
| Participant deferral / active EE | $7,278 | $6,356+14.5% | $5,568+30.7% | $6,341+14.8% |
| Admin fee / account holder | $177 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |