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 | $173,377 | $154,228+12.4% | $145,433+19.2% | $137,256+26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.20% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,898 | $4,804+2.0% | $4,554+7.6% | $4,156+17.9% |
| Participant deferral / active EE | $13,198 | $8,216+60.6% | $7,897+67.1% | $6,407+106.0% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |