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 | $145,819 | $50,958+186.2% | $74,550+95.6% | $64,186+127.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,098 | $1,115+177.8% | $1,961+58.0% | $2,381+30.1% |
| Participant deferral / active EE | $6,105 | $2,301+165.3% | $3,108+96.4% | $3,470+76.0% |
| Admin fee / account holder | $124 | $4,223-97.1% | $5,060-97.5% | $4,888-97.5% |