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 | $234,040 | $62,586+273.9% | $76,768+204.9% | $64,186+264.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -5.76% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $20,085 | $1,832+996.4% | $2,485+708.2% | $2,381+743.6% |
| Participant deferral / active EE | $5,266 | $3,145+67.5% | $3,852+36.7% | $3,470+51.8% |
| Admin fee / account holder | $234 | $4,667-95.0% | $6,675-96.5% | $4,888-95.2% |