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 | $97,089 | $76,000+27.7% | $154,107-37.0% | $64,186+51.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.74% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,276 | $3,351+27.6% | $5,298-19.3% | $2,381+79.6% |
| Participant deferral / active EE | $4,057 | $3,175+27.8% | $5,081-20.1% | $3,470+16.9% |
| Admin fee / account holder | $230 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |