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 | $157,651 | $73,867+113.4% | $143,757+9.7% | $68,494+130.2% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -17.45% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,530 | $3,184-20.5% | $4,951-48.9% | $2,596-2.5% |
| Participant deferral / active EE | $5,949 | $3,384+75.8% | $5,637+5.5% | $4,027+47.7% |
| Admin fee / account holder | $194 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |