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 | $222,770 | $94,529+135.7% | $140,016+59.1% | $64,186+247.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.31% | 7.77%-12.1pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $12,187 | $3,812+219.7% | $5,606+117.4% | $2,381+411.9% |
| Participant deferral / active EE | $13,801 | $5,250+162.9% | $6,927+99.2% | $3,470+297.8% |
| Admin fee / account holder | $49 | $6,741-99.3% | $10,705-99.5% | $4,888-99.0% |