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 3-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 | $113,452 | $81,208+39.7% | $98,907+14.7% | $79,858+42.1% |
| Participation rate | 89.1% | 72.5%+16.6pp | 76.0%+13.1pp | 69.6%+19.5pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $936 | $1,960-52.2% | $2,689-65.2% | $2,471-62.1% |
| Participant deferral / active EE | $3,268 | $3,265+0.1% | $4,244-23.0% | $3,740-12.6% |
| Admin fee / account holder | -$0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |