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 | $225,493 | $112,300+100.8% | $90,223+149.9% | $125,391+79.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.85% | -0.57%-1.3pp | 1.31%-3.2pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,388 | $5,181-34.6% | $4,378-22.6% | $4,866-30.4% |
| Participant deferral / active EE | $10,875 | $6,733+61.5% | $5,792+87.7% | $5,352+103.2% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |