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 7-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 | $101,942 | $81,900+24.5% | $119,609-14.8% | $68,494+48.8% |
| Participation rate | 96.1% | 71.9%+24.2pp | 79.3%+16.8pp | 67.9%+28.2pp |
| Annual return | 10.65% | -23.82%+34.5pp | -14.97%+25.6pp | -7.84%+18.5pp |
| Employer contribution / active EE | $8,328 | $2,693+209.2% | $4,232+96.8% | $2,596+220.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16 | $6,582-99.8% | $10,323-99.8% | $5,403-99.7% |