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 | $214,514 | $92,222+132.6% | $76,768+179.4% | $135,375+58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,026 | $3,216+305.0% | $2,485+424.1% | $4,779+172.6% |
| Participant deferral / active EE | $8,566 | $4,509+90.0% | $3,852+122.4% | $5,609+52.7% |
| Admin fee / account holder | $61 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |