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 | $225,852 | $167,484+34.9% | $151,611+49.0% | $134,475+68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.59% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,824 | $6,829-58.6% | $6,166-54.2% | $4,740-40.4% |
| Participant deferral / active EE | $7,751 | $8,986-13.7% | $8,363-7.3% | $6,400+21.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |