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 | $197,176 | $167,484+17.7% | $151,611+30.1% | $134,475+46.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.02% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $16,831 | $6,829+146.5% | $6,166+173.0% | $4,740+255.1% |
| Participant deferral / active EE | $11,144 | $8,986+24.0% | $8,363+33.2% | $6,400+74.1% |
| Admin fee / account holder | $37 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |