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 | $211,438 | $209,411+1.0% | $178,490+18.5% | $158,922+33.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.41% | 188.75%-180.3pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $11,111 | $5,706+94.7% | $5,011+121.8% | $4,761+133.4% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |