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 | $139,508 | $99,032+40.9% | $80,019+74.3% | $135,375+3.1% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -2.42% | 15.39%-17.8pp | 11.22%-13.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,036 | $3,043-66.0% | $2,468-58.0% | $4,779-78.3% |
| Participant deferral / active EE | $3,865 | $4,282-9.7% | $3,686+4.9% | $5,609-31.1% |
| Admin fee / account holder | $212 | $10,436-98.0% | $6,521-96.8% | $10,827-98.0% |