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 | $128,159 | $76,000+68.6% | $154,107-16.8% | $64,186+99.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.04% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,423 | $3,351+121.5% | $5,298+40.1% | $2,381+211.8% |
| Participant deferral / active EE | $6,100 | $3,175+92.1% | $5,081+20.1% | $3,470+75.8% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |