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 | $202,729 | $149,333+35.8% | $106,387+90.6% | $135,375+49.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 0.22% | 0.52%-0.3pp | 0.25%0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $4,001 | $4,984-19.7% | $3,520+13.7% | $4,779-16.3% |
| Participant deferral / active EE | $11,142 | $7,230+54.1% | $5,421+105.5% | $5,609+98.7% |
| Admin fee / account holder | $213 | $15,952-98.7% | $7,510-97.2% | $10,827-98.0% |