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 | $102,414 | $54,380+88.3% | $68,509+49.5% | $59,632+71.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.71% | 2.83%-2.1pp | 8.27%-7.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,763 | $1,539+14.6% | $2,278-22.6% | $2,203-20.0% |
| Participant deferral / active EE | $3,963 | $2,643+49.9% | $3,382+17.2% | $3,192+24.2% |
| Admin fee / account holder | $72 | $3,885-98.1% | $5,275-98.6% | $4,297-98.3% |