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 | $193,059 | $180,028+7.2% | $138,135+39.8% | $158,922+21.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7.97% | 21.68%-13.7pp | 20.51%-12.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,933 | $7,470-47.3% | $5,587-29.6% | $4,761-17.4% |
| Participant deferral / active EE | $25,541 | $7,717+230.9% | $6,431+297.1% | $5,982+327.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |