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 | $164,867 | $97,044+69.9% | $83,333+97.8% | $135,375+21.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.23% | 12.31%-18.5pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,275 | $4,143-69.2% | $3,379-62.3% | $4,779-73.3% |
| Participant deferral / active EE | $6,570 | $5,964+10.2% | $5,565+18.1% | $5,609+17.1% |
| Admin fee / account holder | $45 | $8,380-99.5% | $7,510-99.4% | $10,827-99.6% |