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 | $180,601 | $167,484+7.8% | $151,611+19.1% | $134,475+34.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,376 | $6,829-6.6% | $6,166+3.4% | $4,740+34.5% |
| Participant deferral / active EE | $13,682 | $8,986+52.3% | $8,363+63.6% | $6,400+113.8% |
| Admin fee / account holder | $73 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |