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 | $161,402 | $113,935+41.7% | $94,224+71.3% | $125,391+28.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.78% | 5.29%-4.5pp | 10.68%-9.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $4,296 | $4,727-9.1% | $3,587+19.8% | $4,866-11.7% |
| Participant deferral / active EE | $8,070 | $5,179+55.8% | $4,320+86.8% | $5,352+50.8% |
| Admin fee / account holder | $48 | $8,391-99.4% | $6,269-99.2% | $9,540-99.5% |