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 | $241,148 | $167,484+44.0% | $151,611+59.1% | $134,475+79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.33% | 7.80%-21.1pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $15,788 | $6,829+131.2% | $6,166+156.0% | $4,740+233.1% |
| Participant deferral / active EE | $8,625 | $8,986-4.0% | $8,363+3.1% | $6,400+34.8% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |