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 | $147,274 | $87,540+68.2% | $75,781+94.3% | $125,391+17.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.38% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,695 | $3,930-56.9% | $3,323-49.0% | $4,866-65.2% |
| Participant deferral / active EE | $9,343 | $4,229+120.9% | $3,651+155.9% | $5,352+74.6% |
| Admin fee / account holder | $60 | $6,502-99.1% | $5,299-98.9% | $9,540-99.4% |