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 | $142,174 | $78,694+80.7% | $67,652+110.2% | $125,391+13.4% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -1.38% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,316 | $3,044-23.9% | $2,266+2.2% | $4,866-52.4% |
| Participant deferral / active EE | $3,436 | $4,292-19.9% | $3,560-3.5% | $5,352-35.8% |
| Admin fee / account holder | $81 | $7,403-98.9% | $4,821-98.3% | $9,540-99.1% |