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 | $186,423 | $82,032+127.3% | $123,104+51.4% | $59,632+212.6% |
| Participation rate | 82.1% | 83.2%-1.1pp | 86.8%-4.6pp | 68.7%+13.5pp |
| Annual return | -1.08% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $11,467 | $3,297+247.8% | $5,151+122.6% | $2,203+420.6% |
| Participant deferral / active EE | $5,990 | $4,667+28.4% | $6,230-3.8% | $3,192+87.7% |
| Admin fee / account holder | $25 | $5,881-99.6% | $9,015-99.7% | $4,297-99.4% |