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 | $183,184 | $167,484+9.4% | $151,611+20.8% | $134,475+36.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.21% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $6,355 | $6,829-6.9% | $6,166+3.1% | $4,740+34.1% |
| Participant deferral / active EE | $13,628 | $8,986+51.7% | $8,363+62.9% | $6,400+112.9% |
| Admin fee / account holder | $53 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |