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 | $157,731 | $92,222+71.0% | $76,768+105.5% | $135,375+16.5% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -0.58% | 5.46%-6.0pp | 2.43%-3.0pp | 519.73%-520.3pp |
| Employer contribution / active EE | $2,203 | $3,216-31.5% | $2,485-11.4% | $4,779-53.9% |
| Participant deferral / active EE | $7,037 | $4,509+56.1% | $3,852+82.7% | $5,609+25.5% |
| Admin fee / account holder | $25 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |