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 | $92,246 | $64,707+42.6% | $112,228-17.8% | $68,494+34.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.87% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,519 | $2,746+28.1% | $3,635-3.2% | $2,596+35.5% |
| Participant deferral / active EE | $7,456 | $3,565+109.2% | $4,728+57.7% | $4,027+85.1% |
| Admin fee / account holder | $171 | $5,232-96.7% | $6,410-97.3% | $5,403-96.8% |