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 | $189,598 | $75,828+150.0% | $147,614+28.4% | $59,632+217.9% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | -1.44% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $6,167 | $3,485+77.0% | $5,564+10.8% | $2,203+180.0% |
| Participant deferral / active EE | $5,517 | $3,130+76.2% | $4,895+12.7% | $3,192+72.9% |
| Admin fee / account holder | $172 | $5,985-97.1% | $11,611-98.5% | $4,297-96.0% |