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 | $248,743 | $167,484+48.5% | $151,611+64.1% | $134,475+85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $17,508 | $6,829+156.4% | $6,166+184.0% | $4,740+269.4% |
| Participant deferral / active EE | $12,800 | $8,986+42.4% | $8,363+53.0% | $6,400+100.0% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |