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 | $93,672 | $54,380+72.3% | $68,509+36.7% | $59,632+57.1% |
| Participation rate | 92.5% | 70.2%+22.3pp | 74.7%+17.8pp | 68.7%+23.8pp |
| Annual return | 0.64% | 2.83%-2.2pp | 8.27%-7.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,451 | $1,539-5.7% | $2,278-36.3% | $2,203-34.1% |
| Participant deferral / active EE | $5,707 | $2,643+115.9% | $3,382+68.7% | $3,192+78.8% |
| Admin fee / account holder | $182 | $3,885-95.3% | $5,275-96.5% | $4,297-95.8% |