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 | $193,137 | $167,484+15.3% | $151,611+27.4% | $134,475+43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.91% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $13,201 | $6,829+93.3% | $6,166+114.1% | $4,740+178.5% |
| Participant deferral / active EE | $8,073 | $8,986-10.2% | $8,363-3.5% | $6,400+26.1% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |