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 5-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 | $167,348 | $84,936+97.0% | $111,297+50.4% | $79,386+110.8% |
| Participation rate | 95.1% | 75.9%+19.3pp | 77.3%+17.8pp | 70.7%+24.4pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.65%-54.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $11,466 | $1,979+479.3% | $2,731+319.8% | $2,427+372.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $125 | $537-76.7% | $7,964-98.4% | $626-80.0% |