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 | $173,883 | $127,386+36.5% | $115,037+51.2% | $125,391+38.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.42% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $6,692 | $5,166+29.5% | $4,608+45.2% | $4,866+37.5% |
| Participant deferral / active EE | $13,251 | $6,423+106.3% | $6,026+119.9% | $5,352+147.6% |
| Admin fee / account holder | $141 | $9,516-98.5% | $8,175-98.3% | $9,540-98.5% |