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 | $193,137 | $183,963+5.0% | $162,163+19.1% | $152,861+26.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.93% | 150.76%-124.8pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $6,803 | $6,371+6.8% | $5,614+21.2% | $4,762+42.9% |
| Participant deferral / active EE | $17,000 | $8,034+111.6% | $7,298+132.9% | $5,850+190.6% |
| Admin fee / account holder | $51 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |