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 | $161,190 | $157,256+2.5% | $141,162+14.2% | $152,861+5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.44% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $10,504 | $5,261+99.7% | $4,735+121.8% | $4,762+120.6% |
| Participant deferral / active EE | $8,514 | $7,109+19.8% | $6,709+26.9% | $5,850+45.5% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |