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 7-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 | $133,169 | $87,540+52.1% | $75,781+75.7% | $125,391+6.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.10% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $13,090 | $3,930+233.1% | $3,323+293.9% | $4,866+169.0% |
| Participant deferral / active EE | $8,397 | $4,229+98.5% | $3,651+130.0% | $5,352+56.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |