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 | $223,841 | $113,935+96.5% | $94,224+137.6% | $125,391+78.5% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -0.54% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,911 | $4,727-38.4% | $3,587-18.8% | $4,866-40.2% |
| Participant deferral / active EE | $6,863 | $5,179+32.5% | $4,320+58.9% | $5,352+28.2% |
| Admin fee / account holder | $143 | $8,391-98.3% | $6,269-97.7% | $9,540-98.5% |