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 | $114,694 | $72,404+58.4% | $110,238+4.0% | $64,186+78.7% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -4.33% | -6.29%+2.0pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,694 | $2,282+61.9% | $3,826-3.5% | $2,381+55.2% |
| Participant deferral / active EE | $7,931 | $3,469+128.6% | $4,672+69.8% | $3,470+128.6% |
| Admin fee / account holder | $212 | $5,664-96.3% | $8,547-97.5% | $4,888-95.7% |