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 | $194,730 | $168,632+15.5% | $147,614+31.9% | $125,391+55.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.16% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $8,463 | $6,252+35.4% | $5,564+52.1% | $4,866+73.9% |
| Participant deferral / active EE | $5,412 | $5,507-1.7% | $4,895+10.6% | $5,352+1.1% |
| Admin fee / account holder | $259 | $13,580-98.1% | $11,611-97.8% | $9,540-97.3% |