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 | $155,368 | $59,107+162.9% | $86,436+79.7% | $68,494+126.8% |
| Participation rate | 95.3% | 75.2%+20.1pp | 80.3%+15.0pp | 67.9%+27.5pp |
| Annual return | -17.25% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,752 | $2,519+128.3% | $3,769+52.6% | $2,596+121.5% |
| Participant deferral / active EE | $11,166 | $5,901+89.2% | $6,952+60.6% | $4,027+177.3% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |