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 | $128,715 | $54,380+136.7% | $68,509+87.9% | $59,632+115.8% |
| Participation rate | 91.4% | 70.2%+21.2pp | 74.7%+16.7pp | 68.7%+22.8pp |
| Annual return | -2.12% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,086 | $1,539-29.4% | $2,278-52.3% | $2,203-50.7% |
| Participant deferral / active EE | $4,533 | $2,643+71.5% | $3,382+34.0% | $3,192+42.0% |
| Admin fee / account holder | $175 | $3,885-95.5% | $5,275-96.7% | $4,297-95.9% |