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 | $192,124 | $110,094+74.5% | $151,611+26.7% | $68,494+180.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.61% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $6,724 | $4,471+50.4% | $6,166+9.0% | $2,596+159.0% |
| Participant deferral / active EE | $13,398 | $6,527+105.3% | $8,363+60.2% | $4,027+232.7% |
| Admin fee / account holder | $24 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |