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 | $99,431 | $45,566+118.2% | $64,105+55.1% | $59,632+66.7% |
| Participation rate | 87.5% | 60.2%+27.3pp | 68.2%+19.3pp | 68.7%+18.8pp |
| Annual return | 0.81% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,190 | $934+27.4% | $1,820-34.6% | $2,203-46.0% |
| Participant deferral / active EE | $4,055 | $2,057+97.1% | $2,822+43.7% | $3,192+27.0% |
| Admin fee / account holder | $159 | $3,268-95.1% | $4,499-96.5% | $4,297-96.3% |