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 | $238,110 | $168,632+41.2% | $147,614+61.3% | $125,391+89.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.13% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $16,286 | $6,252+160.5% | $5,564+192.7% | $4,866+234.7% |
| Participant deferral / active EE | $5,667 | $5,507+2.9% | $4,895+15.8% | $5,352+5.9% |
| Admin fee / account holder | $17 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |