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 | $188,629 | $167,307+12.7% | $143,757+31.2% | $134,475+40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.28% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $7,952 | $5,619+41.5% | $4,951+60.6% | $4,740+67.8% |
| Participant deferral / active EE | $16,373 | $6,446+154.0% | $5,637+190.5% | $6,400+155.8% |
| Admin fee / account holder | $233 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |