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 | $178,516 | $85,790+108.1% | $67,313+165.2% | $135,375+31.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.22% | -0.54%+0.3pp | -4.08%+3.9pp | 519.73%-520.0pp |
| Employer contribution / active EE | $2,348 | $3,487-32.7% | $2,566-8.5% | $4,779-50.9% |
| Participant deferral / active EE | $6,436 | $4,651+38.4% | $3,568+80.4% | $5,609+14.8% |
| Admin fee / account holder | $161 | $6,392-97.5% | $4,507-96.4% | $10,827-98.5% |