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 | $162,611 | $62,586+159.8% | $76,768+111.8% | $64,186+153.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -4.65% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,227 | $1,832+21.5% | $2,485-10.4% | $2,381-6.5% |
| Participant deferral / active EE | $2,299 | $3,145-26.9% | $3,852-40.3% | $3,470-33.7% |
| Admin fee / account holder | $231 | $4,667-95.1% | $6,675-96.5% | $4,888-95.3% |