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 | $127,807 | $62,586+104.2% | $76,768+66.5% | $64,186+99.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.26% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,658 | $1,832+45.1% | $2,485+7.0% | $2,381+11.6% |
| Participant deferral / active EE | $6,515 | $3,145+107.2% | $3,852+69.1% | $3,470+87.8% |
| Admin fee / account holder | $236 | $4,667-95.0% | $6,675-96.5% | $4,888-95.2% |