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 | $108,573 | $77,813+39.5% | $123,544-12.1% | $64,186+69.2% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,821 | $3,014-6.4% | $4,628-39.0% | $2,381+18.5% |
| Participant deferral / active EE | $11,786 | $5,240+124.9% | $6,426+83.4% | $3,470+239.7% |
| Admin fee / account holder | $192 | $5,519-96.5% | $9,284-97.9% | $4,888-96.1% |