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 | $177,657 | $87,540+102.9% | $75,781+134.4% | $125,391+41.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.04% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $8,302 | $3,930+111.3% | $3,323+149.8% | $4,866+70.6% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |