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 | $171,096 | $167,484+2.2% | $151,611+12.9% | $134,475+27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | 7.80%-26.9pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,158 | $6,829-39.1% | $6,166-32.6% | $4,740-12.3% |
| Participant deferral / active EE | $9,016 | $8,986+0.3% | $8,363+7.8% | $6,400+40.9% |
| Admin fee / account holder | $24 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |