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 | $218,712 | $183,963+18.9% | $162,163+34.9% | $152,861+43.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.89% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,846 | $6,371-71.0% | $5,614-67.1% | $4,762-61.2% |
| Participant deferral / active EE | $4,717 | $8,034-41.3% | $7,298-35.4% | $5,850-19.4% |
| Admin fee / account holder | $77 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |