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 | $149,529 | $77,813+92.2% | $123,544+21.0% | $64,186+133.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -4.59% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,076 | $3,014-64.3% | $4,628-76.8% | $2,381-54.8% |
| Participant deferral / active EE | $6,432 | $5,240+22.8% | $6,426+0.1% | $3,470+85.4% |
| Admin fee / account holder | $177 | $5,519-96.8% | $9,284-98.1% | $4,888-96.4% |