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 | $152,614 | $105,860+44.2% | $90,749+68.2% | $134,475+13.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.16% | -11.01%-1.2pp | -12.16%0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $6,633 | $3,462+91.6% | $2,921+127.1% | $4,740+39.9% |
| Participant deferral / active EE | $6,284 | $5,216+20.5% | $4,564+37.7% | $6,400-1.8% |
| Admin fee / account holder | $68 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |