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 | $188,732 | $167,484+12.7% | $151,611+24.5% | $134,475+40.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.39% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $14,767 | $6,829+116.2% | $6,166+139.5% | $4,740+211.6% |
| Participant deferral / active EE | $7,986 | $8,986-11.1% | $8,363-4.5% | $6,400+24.8% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.8% |