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 6-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 | $211,572 | $167,484+26.3% | $151,611+39.5% | $134,475+57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.29% | 7.80%-11.1pp | 3.33%-6.6pp | 417.96%-421.2pp |
| Employer contribution / active EE | $6,592 | $6,829-3.5% | $6,166+6.9% | $4,740+39.1% |
| Participant deferral / active EE | $15,268 | $8,986+69.9% | $8,363+82.6% | $6,400+138.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |