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 | $152,188 | $97,044+56.8% | $83,333+82.6% | $135,375+12.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.24% | 12.31%-20.5pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $18,331 | $4,143+342.5% | $3,379+442.6% | $4,779+283.6% |
| Participant deferral / active EE | $18,332 | $5,964+207.3% | $5,565+229.4% | $5,609+226.8% |
| Admin fee / account holder | $137 | $8,380-98.4% | $7,510-98.2% | $10,827-98.7% |