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 | $244,609 | $167,484+46.0% | $151,611+61.3% | $134,475+81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.20% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $9,111 | $6,829+33.4% | $6,166+47.8% | $4,740+92.2% |
| Participant deferral / active EE | $18,792 | $8,986+109.1% | $8,363+124.7% | $6,400+193.6% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |