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 | $237,062 | $82,664+186.8% | $125,339+89.1% | $68,494+246.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $10,380 | $3,381+207.0% | $4,814+115.6% | $2,596+299.8% |
| Participant deferral / active EE | $10,039 | $6,110+64.3% | $7,446+34.8% | $4,027+149.3% |
| Admin fee / account holder | $97 | $6,275-98.5% | $10,010-99.0% | $5,403-98.2% |