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 | $190,139 | $167,484+13.5% | $151,611+25.4% | $134,475+41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.32% | 7.80%-25.1pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $10,995 | $6,829+61.0% | $6,166+78.3% | $4,740+132.0% |
| Participant deferral / active EE | $19,500 | $8,986+117.0% | $8,363+133.2% | $6,400+204.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |