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 | $187,005 | $87,540+113.6% | $75,781+146.8% | $125,391+49.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.52% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $8,333 | $3,930+112.0% | $3,323+150.7% | $4,866+71.3% |
| Participant deferral / active EE | $7,200 | $4,229+70.2% | $3,651+97.2% | $5,352+34.5% |
| Admin fee / account holder | $240 | $6,502-96.3% | $5,299-95.5% | $9,540-97.5% |