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 | $215,470 | $167,307+28.8% | $143,757+49.9% | $134,475+60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $16,691 | $5,619+197.0% | $4,951+237.1% | $4,740+252.2% |
| Participant deferral / active EE | $7,659 | $6,446+18.8% | $5,637+35.9% | $6,400+19.7% |
| Admin fee / account holder | $285 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |