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 | $171,716 | $91,911+86.8% | $68,793+149.6% | $135,375+26.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.76% | -8.22%+3.5pp | -4.63%-0.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,374 | $3,924-65.0% | $2,625-47.7% | $4,779-71.2% |
| Participant deferral / active EE | $4,596 | $4,315+6.5% | $3,311+38.8% | $5,609-18.1% |
| Admin fee / account holder | $9 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |