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 | $174,917 | $154,117+13.5% | $129,995+34.6% | $139,434+25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.25% | 32.48%-11.2pp | -137.18%+158.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $7,899 | $5,289+49.3% | $4,320+82.9% | $4,751+66.3% |
| Participant deferral / active EE | $14,879 | $6,710+121.7% | $5,820+155.7% | $6,710+121.7% |
| Admin fee / account holder | $4 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |