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 | $195,196 | $160,055+22.0% | $140,016+39.4% | $135,375+44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.00% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $13,143 | $6,420+104.7% | $5,606+134.4% | $4,779+175.0% |
| Participant deferral / active EE | $9,451 | $7,642+23.7% | $6,927+36.4% | $5,609+68.5% |
| Admin fee / account holder | $138 | $13,328-99.0% | $10,705-98.7% | $10,827-98.7% |