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 5-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 | $198,500 | $167,484+18.5% | $151,611+30.9% | $134,475+47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.92% | 7.80%-15.7pp | 3.33%-11.3pp | 417.96%-425.9pp |
| Employer contribution / active EE | $14,912 | $6,829+118.4% | $6,166+141.9% | $4,740+214.6% |
| Participant deferral / active EE | $11,333 | $8,986+26.1% | $8,363+35.5% | $6,400+77.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |