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 | $86,602 | $140,588-38.4% | $123,104-29.7% | $125,391-30.9% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | -1.30% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $15,595 | $6,041+158.1% | $5,151+202.7% | $4,866+220.5% |
| Participant deferral / active EE | $15,090 | $6,980+116.2% | $6,230+142.2% | $5,352+182.0% |
| Admin fee / account holder | $5 | $11,198-100.0% | $9,015-99.9% | $9,540-99.9% |