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 | $113,512 | $57,354+97.9% | $83,848+35.4% | $64,186+76.8% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.5pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,590 | $2,545+80.3% | $3,631+26.4% | $2,381+92.8% |
| Participant deferral / active EE | $3,704 | $2,993+23.7% | $4,082-9.3% | $3,470+6.7% |
| Admin fee / account holder | $273 | $4,046-93.2% | $5,478-95.0% | $4,888-94.4% |