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 | $206,454 | $167,484+23.3% | $151,611+36.2% | $134,475+53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.76% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $11,976 | $6,829+75.4% | $6,166+94.2% | $4,740+152.7% |
| Participant deferral / active EE | $17,743 | $8,986+97.5% | $8,363+112.2% | $6,400+177.3% |
| Admin fee / account holder | $24 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |