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 | $124,387 | $72,177+72.3% | $115,037+8.1% | $59,632+108.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.12% | 12.02%-14.1pp | 26.14%-28.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,316 | $2,841-18.5% | $4,608-49.7% | $2,203+5.1% |
| Participant deferral / active EE | $5,138 | $4,783+7.4% | $6,026-14.7% | $3,192+61.0% |
| Admin fee / account holder | $121 | $4,927-97.5% | $8,175-98.5% | $4,297-97.2% |