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 | $175,871 | $180,449-2.5% | $154,107+14.1% | $135,375+29.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.05% | 888.09%-889.1pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $8,951 | $6,035+48.3% | $5,298+69.0% | $4,779+87.3% |
| Participant deferral / active EE | $5,916 | $5,806+1.9% | $5,081+16.4% | $5,609+5.5% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |