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 | $163,683 | $138,044+18.6% | $125,339+30.6% | $134,475+21.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -10.90% | 750.33%-761.2pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $8,952 | $5,243+70.7% | $4,814+86.0% | $4,740+88.9% |
| Participant deferral / active EE | $9,253 | $7,799+18.6% | $7,446+24.3% | $6,400+44.6% |
| Admin fee / account holder | $54 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |