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 | $132,804 | $140,578-5.5% | $100,671+31.9% | $125,391+5.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.50% | 24.67%-26.2pp | 20.43%-21.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $9,182 | $5,965+53.9% | $4,012+128.9% | $4,866+88.7% |
| Participant deferral / active EE | $10,338 | $3,981+159.7% | $3,144+228.9% | $5,352+93.2% |
| Admin fee / account holder | $75 | $6,716-98.9% | $4,850-98.5% | $9,540-99.2% |