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 | $171,711 | $127,386+34.8% | $115,037+49.3% | $125,391+36.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.91% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $10,479 | $5,166+102.8% | $4,608+127.4% | $4,866+115.3% |
| Participant deferral / active EE | $9,672 | $6,423+50.6% | $6,026+60.5% | $5,352+80.7% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |