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 | $169,763 | $72,177+135.2% | $115,037+47.6% | $59,632+184.7% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | 0.52% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $560 | $2,841-80.3% | $4,608-87.9% | $2,203-74.6% |
| Participant deferral / active EE | $6,763 | $4,783+41.4% | $6,026+12.2% | $3,192+111.9% |
| Admin fee / account holder | $255 | $4,927-94.8% | $8,175-96.9% | $4,297-94.1% |