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 | $172,612 | $165,912+4.0% | $122,332+41.1% | $147,584+17.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 34.55%-18.5pp | 30.27%-14.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $16,011 | $5,754+178.2% | $4,050+295.3% | $4,876+228.3% |
| Participant deferral / active EE | $9,245 | $4,005+130.8% | $3,287+181.3% | $5,439+70.0% |
| Admin fee / account holder | $35 | $7,424-99.5% | $5,478-99.4% | $10,885-99.7% |