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 | $228,521 | $198,466+15.1% | $170,442+34.1% | $147,584+54.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.23% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $7,097 | $6,184+14.8% | $5,433+30.6% | $4,876+45.5% |
| Participant deferral / active EE | $9,773 | $5,629+73.6% | $4,939+97.9% | $5,439+79.7% |
| Admin fee / account holder | $24 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |