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 | $144,101 | $85,790+68.0% | $67,313+114.1% | $135,375+6.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.36% | -0.54%-4.8pp | -4.08%-1.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,731 | $3,487-21.7% | $2,566+6.5% | $4,779-42.8% |
| Participant deferral / active EE | $4,312 | $4,651-7.3% | $3,568+20.8% | $5,609-23.1% |
| Admin fee / account holder | $58 | $6,392-99.1% | $4,507-98.7% | $10,827-99.5% |