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 | $96,798 | $77,813+24.4% | $123,544-21.6% | $64,186+50.8% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -6.97% | 12.48%-19.4pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $6,664 | $3,014+121.1% | $4,628+44.0% | $2,381+179.9% |
| Participant deferral / active EE | $4,882 | $5,240-6.8% | $6,426-24.0% | $3,470+40.7% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |