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 | $245,512 | $97,044+153.0% | $83,333+194.6% | $135,375+81.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -4.99% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,160 | $4,143-23.7% | $3,379-6.5% | $4,779-33.9% |
| Participant deferral / active EE | $10,216 | $5,964+71.3% | $5,565+83.6% | $5,609+82.2% |
| Admin fee / account holder | $226 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |