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 | $149,820 | $87,540+71.1% | $75,781+97.7% | $125,391+19.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.65% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,377 | $3,930-65.0% | $3,323-58.6% | $4,866-71.7% |
| Participant deferral / active EE | $2,794 | $4,229-33.9% | $3,651-23.5% | $5,352-47.8% |
| Admin fee / account holder | $79 | $6,502-98.8% | $5,299-98.5% | $9,540-99.2% |