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 | $225,557 | $167,484+34.7% | $151,611+48.8% | $134,475+67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.96% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $27,976 | $6,829+309.7% | $6,166+353.7% | $4,740+490.3% |
| Participant deferral / active EE | $14,914 | $8,986+66.0% | $8,363+78.3% | $6,400+133.0% |
| Admin fee / account holder | $61 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |