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 | $222,477 | $198,466+12.1% | $170,442+30.5% | $147,584+50.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.21% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $8,480 | $6,184+37.1% | $5,433+56.1% | $4,876+73.9% |
| Participant deferral / active EE | $7,433 | $5,629+32.0% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |