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 | $237,700 | $198,466+19.8% | $170,442+39.5% | $147,584+61.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.69% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,086 | $6,184-50.1% | $5,433-43.2% | $4,876-36.7% |
| Participant deferral / active EE | $6,457 | $5,629+14.7% | $4,939+30.7% | $5,439+18.7% |
| Admin fee / account holder | $148 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |