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 | $112,887 | $42,383+166.4% | $76,523+47.5% | $64,186+75.9% |
| Participation rate | 97.3% | 58.1%+39.2pp | 68.0%+29.3pp | 69.6%+27.7pp |
| Annual return | -8.71% | -16.54%+7.8pp | -0.27%-8.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,445 | $1,563+312.3% | $2,647+143.5% | $2,381+170.7% |
| Participant deferral / active EE | $12,333 | $2,566+380.6% | $3,835+221.6% | $3,470+255.5% |
| Admin fee / account holder | $283 | $3,198-91.1% | $4,848-94.2% | $4,888-94.2% |