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 | $118,310 | $54,726+116.2% | $68,793+72.0% | $64,186+84.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.89% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,890 | $1,846+164.9% | $2,625+86.3% | $2,381+105.4% |
| Participant deferral / active EE | $6,021 | $2,626+129.3% | $3,311+81.8% | $3,470+73.5% |
| Admin fee / account holder | $242 | $4,027-94.0% | $5,131-95.3% | $4,888-95.1% |