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 | $219,520 | $167,484+31.1% | $151,611+44.8% | $134,475+63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.03% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,020 | $6,829-55.8% | $6,166-51.0% | $4,740-36.3% |
| Participant deferral / active EE | $12,418 | $8,986+38.2% | $8,363+48.5% | $6,400+94.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |