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 | $185,793 | $92,222+101.5% | $76,768+142.0% | $135,375+37.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,284 | $3,216+2.1% | $2,485+32.1% | $4,779-31.3% |
| Participant deferral / active EE | $6,572 | $4,509+45.8% | $3,852+70.6% | $5,609+17.2% |
| Admin fee / account holder | $203 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |