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 | $200,419 | $158,817+26.2% | $121,196+65.4% | $135,375+48.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.7%+22.0pp | 82.6%+11.1pp |
| Annual return | -1.87% | -0.64%-1.2pp | 16.93%-18.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $4,628 | $5,665-18.3% | $4,022+15.1% | $4,779-3.2% |
| Participant deferral / active EE | $9,283 | $4,005+131.8% | $3,344+177.6% | $5,609+65.5% |
| Admin fee / account holder | $239 | $6,512-96.3% | $5,019-95.2% | $10,827-97.8% |