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 | $208,310 | $87,540+138.0% | $75,781+174.9% | $125,391+66.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.33% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $26,645 | $3,930+578.0% | $3,323+701.8% | $4,866+447.6% |
| Participant deferral / active EE | $17,154 | $4,229+305.6% | $3,651+369.8% | $5,352+220.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |