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 | $191,450 | $198,466-3.5% | $170,442+12.3% | $147,584+29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $8,122 | $6,184+31.3% | $5,433+49.5% | $4,876+66.6% |
| Participant deferral / active EE | $5,451 | $5,629-3.2% | $4,939+10.4% | $5,439+0.2% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |