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 | $161,604 | $168,632-4.2% | $147,614+9.5% | $125,391+28.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.69% | 77.65%-78.3pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $9,609 | $6,252+53.7% | $5,564+72.7% | $4,866+97.5% |
| Participant deferral / active EE | $11,726 | $5,507+112.9% | $4,895+139.5% | $5,352+119.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |