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 | $234,024 | $167,484+39.7% | $151,611+54.4% | $134,475+74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.85% | 7.80%-12.6pp | 3.33%-8.2pp | 417.96%-422.8pp |
| Employer contribution / active EE | $17,000 | $6,829+148.9% | $6,166+175.7% | $4,740+258.7% |
| Participant deferral / active EE | $15,937 | $8,986+77.4% | $8,363+90.6% | $6,400+149.0% |
| Admin fee / account holder | $27 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |