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 | $237,738 | $99,032+140.1% | $80,019+197.1% | $135,375+75.6% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | 1.19% | 15.39%-14.2pp | 11.22%-10.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $601 | $3,043-80.2% | $2,468-75.6% | $4,779-87.4% |
| Participant deferral / active EE | $12,029 | $4,282+180.9% | $3,686+226.4% | $5,609+114.5% |
| Admin fee / account holder | $31 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |