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 | $117,666 | $76,000+54.8% | $154,107-23.6% | $64,186+83.3% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,655 | $3,351+68.8% | $5,298+6.7% | $2,381+137.5% |
| Participant deferral / active EE | $3,220 | $3,175+1.4% | $5,081-36.6% | $3,470-7.2% |
| Admin fee / account holder | $238 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |