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 | $134,206 | $113,935+17.8% | $94,224+42.4% | $125,391+7.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.15% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $11,973 | $4,727+153.3% | $3,587+233.8% | $4,866+146.1% |
| Participant deferral / active EE | $6,382 | $5,179+23.2% | $4,320+47.7% | $5,352+19.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |