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 | $221,948 | $85,790+158.7% | $67,313+229.7% | $135,375+64.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.51% | -0.54%+10.1pp | -4.08%+13.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $7,225 | $3,487+107.2% | $2,566+181.6% | $4,779+51.2% |
| Participant deferral / active EE | $17,124 | $4,651+268.2% | $3,568+379.9% | $5,609+205.3% |
| Admin fee / account holder | $154 | $6,392-97.6% | $4,507-96.6% | $10,827-98.6% |