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 | $185,504 | $168,632+10.0% | $147,614+25.7% | $125,391+47.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.05% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,251 | $6,252-32.0% | $5,564-23.6% | $4,866-12.6% |
| Participant deferral / active EE | $12,720 | $5,507+131.0% | $4,895+159.8% | $5,352+137.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |