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 | $232,215 | $209,411+10.9% | $178,490+30.1% | $158,922+46.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.91% | 188.75%-179.8pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $13,347 | $5,706+133.9% | $5,011+166.4% | $4,761+180.3% |
| Participant deferral / active EE | $7,783 | $5,954+30.7% | $5,202+49.6% | $5,982+30.1% |
| Admin fee / account holder | $244 | $17,074-98.6% | $13,984-98.3% | $11,246-97.8% |