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 | $172,918 | $73,867+134.1% | $143,757+20.3% | $68,494+152.5% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -18.88% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,917 | $3,184+117.2% | $4,951+39.7% | $2,596+166.4% |
| Participant deferral / active EE | $6,637 | $3,384+96.1% | $5,637+17.7% | $4,027+64.8% |
| Admin fee / account holder | $119 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |