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 | $101,302 | $92,897+9.0% | $90,782+11.6% | $56,287+80.0% |
| Participation rate | 99.0% | 80.7%+18.3pp | 82.7%+16.4pp | 69.9%+29.2pp |
| Annual return | -6.12% | -2.59%-3.5pp | -3.42%-2.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,612 | $3,871+19.1% | $4,105+12.3% | $2,111+118.5% |
| Participant deferral / active EE | $7,514 | $5,551+35.3% | $5,366+40.0% | $3,350+124.3% |
| Admin fee / account holder | $183 | $440-58.4% | $5,908-96.9% | $521-64.8% |