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 7-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 | $186,907 | $167,484+11.6% | $151,611+23.3% | $134,475+39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.63% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $12,036 | $6,829+76.2% | $6,166+95.2% | $4,740+153.9% |
| Participant deferral / active EE | $10,669 | $8,986+18.7% | $8,363+27.6% | $6,400+66.7% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |