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 | $193,441 | $92,222+109.8% | $76,768+152.0% | $135,375+42.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.58% | 5.46%-6.0pp | 2.43%-3.0pp | 519.73%-520.3pp |
| Employer contribution / active EE | $8,398 | $3,216+161.1% | $2,485+237.9% | $4,779+75.7% |
| Participant deferral / active EE | $8,617 | $4,509+91.1% | $3,852+123.7% | $5,609+53.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |