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 | $190,717 | $69,010+176.4% | $159,960+19.2% | $68,494+178.4% |
| Participation rate | 95.1% | 65.4%+29.7pp | 78.0%+17.2pp | 67.9%+27.2pp |
| Annual return | -18.17% | -9.65%-8.5pp | 408.60%-426.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,534 | $2,213+14.5% | $4,226-40.0% | $2,596-2.4% |
| Participant deferral / active EE | $11,313 | $4,212+168.6% | $6,182+83.0% | $4,027+180.9% |
| Admin fee / account holder | $82 | $4,798-98.3% | $8,698-99.1% | $5,403-98.5% |