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 | $166,295 | $180,449-7.8% | $154,107+7.9% | $135,375+22.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 888.09%-892.3pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $8,588 | $6,035+42.3% | $5,298+62.1% | $4,779+79.7% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |