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 | $183,932 | $113,935+61.4% | $94,224+95.2% | $125,391+46.7% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -1.80% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $4,332 | $4,727-8.3% | $3,587+20.8% | $4,866-11.0% |
| Participant deferral / active EE | $6,673 | $5,179+28.9% | $4,320+54.5% | $5,352+24.7% |
| Admin fee / account holder | $11 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |