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 | $212,110 | $209,411+1.3% | $178,490+18.8% | $158,922+33.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.12% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $11,971 | $5,706+109.8% | $5,011+138.9% | $4,761+151.4% |
| Participant deferral / active EE | $6,147 | $5,954+3.2% | $5,202+18.2% | $5,982+2.8% |
| Admin fee / account holder | $24 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |