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 | $149,805 | $99,032+51.3% | $80,019+87.2% | $135,375+10.7% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -8.64% | 15.39%-24.0pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,482 | $3,043+47.3% | $2,468+81.6% | $4,779-6.2% |
| Participant deferral / active EE | $6,746 | $4,282+57.6% | $3,686+83.0% | $5,609+20.3% |
| Admin fee / account holder | $48 | $10,436-99.5% | $6,521-99.3% | $10,827-99.6% |