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 | $121,912 | $92,222+32.2% | $76,768+58.8% | $135,375-9.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.44% | 5.46%-4.0pp | 2.43%-1.0pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,553 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $10,111 | $4,509+124.3% | $3,852+162.5% | $5,609+80.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |