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 | $179,685 | $77,813+130.9% | $123,544+45.4% | $64,186+179.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -2.93% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,535 | $3,014+150.0% | $4,628+62.8% | $2,381+216.5% |
| Participant deferral / active EE | $6,725 | $5,240+28.3% | $6,426+4.7% | $3,470+93.8% |
| Admin fee / account holder | $48 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |