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 | $177,443 | $167,484+5.9% | $151,611+17.0% | $134,475+32.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.36% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $16,970 | $6,829+148.5% | $6,166+175.2% | $4,740+258.1% |
| Participant deferral / active EE | $9,683 | $8,986+7.8% | $8,363+15.8% | $6,400+51.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |