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 | $111,304 | $62,586+77.8% | $76,768+45.0% | $64,186+73.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.67% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,183 | $1,832+182.9% | $2,485+108.6% | $2,381+117.7% |
| Participant deferral / active EE | $3,748 | $3,145+19.2% | $3,852-2.7% | $3,470+8.0% |
| Admin fee / account holder | $18 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |