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 | $198,970 | $167,484+18.8% | $151,611+31.2% | $134,475+48.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | 7.80%-17.7pp | 3.33%-13.2pp | 417.96%-427.9pp |
| Employer contribution / active EE | $9,226 | $6,829+35.1% | $6,166+49.6% | $4,740+94.6% |
| Participant deferral / active EE | $8,000 | $8,986-11.0% | $8,363-4.3% | $6,400+25.0% |
| Admin fee / account holder | $106 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |