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 | $118,278 | $95,193+24.3% | $76,523+54.6% | $135,375-12.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.06% | 4.85%-8.9pp | -0.27%-3.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $8,161 | $3,302+147.1% | $2,647+208.3% | $4,779+70.8% |
| Participant deferral / active EE | $25,332 | $4,639+446.0% | $3,835+560.5% | $5,609+351.7% |
| Admin fee / account holder | $150 | $6,249-97.6% | $4,848-96.9% | $10,827-98.6% |