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 4-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 | $201,902 | $209,336-3.6% | $197,124+2.4% | $137,256+47.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.53% | 48.09%-24.6pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $10,176 | $6,591+54.4% | $6,227+63.4% | $4,156+144.8% |
| Participant deferral / active EE | $28,672 | $9,614+198.2% | $9,135+213.9% | $6,407+347.5% |
| Admin fee / account holder | $212 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |