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 6-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 | $170,958 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,613 | $5,619+17.7% | $4,951+33.6% | $4,740+39.5% |
| Participant deferral / active EE | $14,455 | $6,446+124.3% | $5,637+156.4% | $6,400+125.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |