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 | $106,502 | $95,193+11.9% | $76,523+39.2% | $135,375-21.3% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -5.82% | 4.85%-10.7pp | -0.27%-5.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,455 | $3,302+34.9% | $2,647+68.3% | $4,779-6.8% |
| Participant deferral / active EE | $12,421 | $4,639+167.7% | $3,835+223.9% | $5,609+121.5% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |