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 | $178,598 | $158,817+12.5% | $121,196+47.4% | $135,375+31.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.14% | -0.64%-5.5pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,804 | $5,665-68.2% | $4,022-55.1% | $4,779-62.2% |
| Participant deferral / active EE | $4,452 | $4,005+11.2% | $3,344+33.1% | $5,609-20.6% |
| Admin fee / account holder | $271 | $6,512-95.8% | $5,019-94.6% | $10,827-97.5% |