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 | $220,079 | $198,466+10.9% | $170,442+29.1% | $147,584+49.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.78% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,727 | $6,184-23.6% | $5,433-13.0% | $4,876-3.1% |
| Participant deferral / active EE | $2,541 | $5,629-54.9% | $4,939-48.6% | $5,439-53.3% |
| Admin fee / account holder | $51 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |