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 | $232,637 | $97,044+139.7% | $83,333+179.2% | $135,375+71.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -9.37% | 12.31%-21.7pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,068 | $4,143-1.8% | $3,379+20.4% | $4,779-14.9% |
| Participant deferral / active EE | $12,552 | $5,964+110.4% | $5,565+125.6% | $5,609+123.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |