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 | $98,353 | $57,354+71.5% | $83,848+17.3% | $64,186+53.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.01% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,875 | $2,545+91.5% | $3,631+34.3% | $2,381+104.8% |
| Participant deferral / active EE | $3,590 | $2,993+19.9% | $4,082-12.0% | $3,470+3.5% |
| Admin fee / account holder | $112 | $4,046-97.2% | $5,478-98.0% | $4,888-97.7% |