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 | $119,410 | $72,404+64.9% | $110,238+8.3% | $64,186+86.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.24% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,511 | $2,282+97.7% | $3,826+17.9% | $2,381+89.5% |
| Participant deferral / active EE | $3,086 | $3,469-11.0% | $4,672-33.9% | $3,470-11.0% |
| Admin fee / account holder | $68 | $5,664-98.8% | $8,547-99.2% | $4,888-98.6% |