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 | $180,295 | $167,484+7.6% | $151,611+18.9% | $134,475+34.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.92% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,256 | $6,829-37.7% | $6,166-31.0% | $4,740-10.2% |
| Participant deferral / active EE | $11,309 | $8,986+25.9% | $8,363+35.2% | $6,400+76.7% |
| Admin fee / account holder | $139 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |