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 | $224,792 | $167,484+34.2% | $151,611+48.3% | $134,475+67.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.33% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $14,002 | $6,829+105.0% | $6,166+127.1% | $4,740+195.4% |
| Participant deferral / active EE | $10,919 | $8,986+21.5% | $8,363+30.6% | $6,400+70.6% |
| Admin fee / account holder | $26 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |