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 | $126,464 | $77,813+62.5% | $123,544+2.4% | $64,186+97.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.68% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,959 | $3,014+130.9% | $4,628+50.4% | $2,381+192.3% |
| Participant deferral / active EE | $6,733 | $5,240+28.5% | $6,426+4.8% | $3,470+94.1% |
| Admin fee / account holder | $58 | $5,519-99.0% | $9,284-99.4% | $4,888-98.8% |