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 | $209,113 | $167,484+24.9% | $151,611+37.9% | $134,475+55.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $9,357 | $6,829+37.0% | $6,166+51.8% | $4,740+97.4% |
| Participant deferral / active EE | $15,252 | $8,986+69.7% | $8,363+82.4% | $6,400+138.3% |
| Admin fee / account holder | $65 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |