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 | $136,063 | $62,586+117.4% | $76,768+77.2% | $64,186+112.0% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -4.10% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,265 | $1,832+23.6% | $2,485-8.9% | $2,381-4.9% |
| Participant deferral / active EE | $4,789 | $3,145+52.3% | $3,852+24.4% | $3,470+38.0% |
| Admin fee / account holder | $269 | $4,667-94.2% | $6,675-96.0% | $4,888-94.5% |