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 | $235,290 | $209,411+12.4% | $178,490+31.8% | $158,922+48.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.47% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $10,414 | $5,706+82.5% | $5,011+107.8% | $4,761+118.7% |
| Participant deferral / active EE | $4,792 | $5,954-19.5% | $5,202-7.9% | $5,982-19.9% |
| Admin fee / account holder | -$73 | $17,074-100.4% | $13,984-100.5% | $11,246-100.6% |