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 | $220,866 | $167,484+31.9% | $151,611+45.7% | $134,475+64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.26% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,339 | $6,829-65.7% | $6,166-62.1% | $4,740-50.6% |
| Participant deferral / active EE | $9,672 | $8,986+7.6% | $8,363+15.7% | $6,400+51.1% |
| Admin fee / account holder | $3 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |